I work closely with a team of specialists to best achieve my client's desired outcome. Their area of expertise includes wealth planning, tax optimization, business valuation and succession planning, estate planning and using insurance as a tool for inter generational wealth transfer. You can find a detailed video below, where my specialist partners explain how they operate.
We work together to curate unique strategies specific to you.
If you have any questions, you can contact me to learn more.
Vice President, Business Advisory & Transition Planning
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Director, Estate Planning
Director, Wealth Planning
Director, Tax Planning
Estate & Insurance Advisor