With over 27 years experience as a trusts and estates and tax attorney and wealth advisor in law firms and J. P. Morgan Private Bank, I help private clients including families, non profits, and private business owners, as well as attorneys and professionals in Arizona, Orange County, California, ...more

With over 27 years experience as a trusts and estates and tax attorney and wealth advisor in law firms and J. P. Morgan Private Bank, I help private clients including families, non profits, and private business owners, as well as attorneys and professionals in Arizona, Orange County, California, and Nevada. Homeport in Scottsdale, Arizona. Leverage estate and income tax strategies with investments to produce maximum return and tax efficient results. Offer solutions and options for other professionals who work with clients to enhance the experience for their clients. Enjoy the people I work with and the people I work for. Enjoy motivating and enabling teammates to reach highest potential. Collaboration is key to success!less