As an Insurance and Estate Planning Advisor, I am dedicated to providing clients with sound financial management advice. I take an in-depth look at your business, personal life, assets, finances, risks and influences to build and implement an actionable plan that should ultimately result in higher net worth, lower risk, smaller tax liabilities and clarity along the way.
I specialize in tax planning for small business owners and finding creative ways to keep as much of your hard earned money with you and your family as possible.
I also work with high net worth families who want to create and maintain financial legacies for their children, grandchildren and chosen beneficiaries, including charities.