What drives me and my passion to serve? My father was a business owner, so I had the unique opportunity to witness first-hand the challenges of not only running a business, but also the critical decisions around succession planning - both good and bad. I bring this experience, coupled with 25 years of wealth management experience to every family we serve.

Over the years, I've had the honor to serve dozens of business owners with $1B+ in assets develop a plan for financial security and freedom. Armed with this insight, my mission is simple: help successful entrepreneurs and business owners who are interested in an exit, or are in the process of exiting a business, understand the relevance of the transaction upon their life and legacy.

I have worked in conjunction with the business owners' M&A team, private equity firm, investment banker, CPA and attorney, to service & address their needs and concerns.

Specialties include:

Business liquidation & succession

Business advisory services

Exploring the options/strategies to sell the business

Corporate trustee services

Tax implementation of the sale

Investment Management

Financial Planning

Banking Services