Bio
With over 20 years of experience in financial services, I help individuals and business owners align their lives with their wealth and their wealth with purpose.
Selling a business is one of the biggest decisions an owner can make. When that business has been central to their identity for much of their life, the decision goes well beyond finances. I help clients think through what comes next, from planning for the sale to defining what they want their wealth to make possible. My goal is to help families prepare for the unexpected, manage the tax consequences of a sale, and preserve wealth for future generations.
I’m also passionate about helping families with loved ones who have special needs navigate the complexities of government benefits and estate planning. I take time to hear each family member’s concerns and help build a plan that addresses their needs, so they can worry less and enjoy life more.
