Let’s get everything in good order.
Practice continuity planning & personal financial security planning for professionals and firms who've built something worth protecting.
About MeMost advisors see one piece of your picture. I see the whole thing. My litigation background means I think about risk. My financial services experience means I know how to protect what you've built. And owning a practice means I understand what it's actually like to run a regulated professional services business.
Personalized strategies for your present and future.
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I help you address both planned and unplanned absences from your practice or business.
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Your income is your most important and valuable asset. I help you make a plan to maintain your lifestyle in the face of an unexpected diagnosis or life event.
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If you provide services through a corporation, you have a unique advantage in building wealth through smart planning and tax minimization. I help you make the most of your opportunities.
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I help provide meaningful health and wellness benefits for your employees through group insurance plans or private health plans.
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For those looking for an ongoing relationship with a trusted financial partner, I help you get your entire financial house in order and keep it that way. I help you align your financial choices with your most important goals and values, and work with you to make sure you meet your goals whatever else might be going on in the world. It’s kind of like having a personal CFO.