I started my career at Deloitte Haskins and Sells, and before we combined with MGO, I most recently served as a tax partner at J. Arthur Greenfield & Co. LLP. I bring my 30 years of experience in the field to each engagement, assisting high-net-worth families, their businesses, trusts, and foundations to find the smart, practical, and efficient strategies for their tax and financial needs.
This work is especially gratifying, as I work with multiple generations of families and therefore have developed the “big picture” over many years and can assist in ways that go beyond the usual.