As a Wealth Advisor and CFP®, I work with individuals and families who are burdened with the complexities of their unique wealth. These complexities are often intertwined and can range from planning multi-generational wealth transfer to planning around a significant liquidity event, like a business ...more

As a Wealth Advisor and CFP®, I work with individuals and families who are burdened with the complexities of their unique wealth. These complexities are often intertwined and can range from planning multi-generational wealth transfer to planning around a significant liquidity event, like a business sale. In the business transaction and exit planning ecosystem, I have a particular niche in working with multi-unit franchisees planning an exit.less