Board Member, Society of Financial Service Professionals
My Story: Everyone has a story. Each person’s story often includes an accumulation of finances (at least to some extent), knowledge, values and traditions, which always requires planning and sometimes requires protection. Sometimes attorneys and advisers call this an “estate.” I have built my practice around protecting client’s stories by all appropriate legal means that often overlap with real estate, business interests, finances, etc.
As a young father, and as a son, I know first-hand the importance of developing the right plan for your family because each one is different.
When I’m not working with clients, you’ll find me on an adventure with family, playing soccer, or just enjoying a good book.