My job is to help each client achieve their life and legacy goals. I help you protect your family’s current and future financial security through careful planning.
I care about this work because so many people either fail to plan or make simple mistakes that endanger their financial stability.
As an estate planning attorney, I help clients plan for both the inevitable and the unexpected by:
1) helping clients achieve their personal, family, and business goals;
2) reduce potential risks and expenses; and
3) providing clients with increased peace of mind.
Bringing the experience of managing hundreds of millions of dollars from one generation to the next to my current practice, I also combine my law, finance, and economics backgrounds to provide you with a bespoke comprehensive wealth plan according to your specific situation.
I have seen how the 1% protect and grow their wealth. I can provide that knowledge to you and your family.
I work hard to understand each client’s goals and concerns. I seek to listen carefully and communicate clearly so clients fully understand how our plan achieves their desired outcomes. With such weighty and complex matters, I work hard to make sure that you feel comfortable asking any questions that come up during the entire process.
I look forward to crafting a solution to protect, grow and transfer your assets according to your needs and values.