I support our growth by tapping into my expertise serving the high net worth and business owner markets, and incorporating those into our other initiatives. I specialize in working with entrepreneurs and Fortune 500 executives, building comprehensive strategies and financial solutions for their particularly complex situations. As the head of our Family Office, I work with high net worth clients to build and expand their legacies – offering creative ideas for investment, estate and charitable gifting strategies designed to support them for generations to come.
Our success has allowed me to protect and foster family wealth throughout future generations by building a family office solution for our clients. I am proud to be a part of this initiative and to help build it from the ground up.
My professional background includes working as an attorney in private practice and as a corporate staff attorney specializing in tax issues and financial analysis. My various degrees (JD and LLM in Taxation) and designations (CIMA® and CBEC®) have prepared me well for my role today as a member of the Integrated Partners team.
Rounding out my life finds me merging my professional values of success, transparency and doing the right thing for our clients, into my personal life. I look at my 3 boys and see 3 different people but the actions I take and the role model I am will hopefully make an impact on the decisions they make in the future as they grow older.