Thoughtful. Tailored.  Trusted.

I truly enjoy working with families and individuals who appreciate their uniqueness and who are seeking a thoughtful advisor to guide them through the estate planning process.  My approach is to understand the goals and objectives of each client and to develop a tailored estate plan, often through tax-sensitive strategies, to meet the client’s needs.  I am the right fit for those who value ongoing legal support and advice as their family and wealth circumstances change.  I strive to be a trusted advisor to my clients and their families.

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Experience

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Capabilities

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