I help individuals and families protect what matters mostâwhether that's through a thoughtful estate plan, a well-structured self-directed IRA, or the tax-saving benefits of a charitable remainder trust. I specialize in personalized strategies that secure your assets, preserve your legacy, and align with your long-term financial goals. I approach every client relationship with a focus on trust, integrity, and long-term success. Outside of work, I enjoy spending time with family and friends, golfing, and getting outdoors whenever I can.
With experience in estate planning, asset protection, and advanced planning tools like CRTs, I take pride in offering clients both technical guidance and peace of mind. Whether you're just getting started or refining a sophisticated plan, I'm here to simplify complex issues and help you make confident decisions for the future.
Ready to secure your legacy and make the most of your financial strategy? Schedule a consultation today and let's get started.
Licensing & Credentials
Services Offered
Tax Specialties
