I enjoy working with families in understanding their goals, values, and objectives in structuring an overall wealth management strategy. Specialties: Financial planning, educational planning, estate planning, risk management, philanthropic gifting, tax planning, and cash flow ...more

I enjoy working with families in understanding their goals, values, and objectives in structuring an overall wealth management strategy. Specialties: Financial planning, educational planning, estate planning, risk management, philanthropic gifting, tax planning, and cash flow modeling. Carlson Capital Management merged with Sequoia Financial Group in April 2025. The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. CERTIFIED FINANCIAL PLANNER™ Although your endorsements are tremendous compliments, I cannot accept them due to industry regulations. Referrals, however, are welcome and appreciated.less