I work with high-net-worth individuals, closely held businesses, trusts, estates, and charitable foundations, offering strategic tax and accounting services. I believe that competency is the basic requirement we can provide; first and foremost, I listen to my clients to understand their goals by putting myself in their shoes, no matter what the challenge.
I enhance my clients’ financial positions by helping to minimize their tax exposure, conducting comprehensive tax planning and forecasting, and making sure they are compliant with applicable tax laws and regulations. I understand clients’ needs in estate planning and wealth transfer and work closely with all members of the family to make sure the tailored legacy they are looking to leave is firmly in place.
Every client is unique, and I deliver discreet and custom solutions that are as unique as they are. This is how I cultivate long-standing client service relationships that go the distance.
Beginning my career in October 2006, I worked at J. Arthur Greenfield (which later merged with MGO).