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.