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Comprehensive Legal and Wealth Management Advice

Because most legal matters affect a client's finances and most financial matters involve legal issues, it makes sense to work with an attorney who has experience in both fields. 

As an attorney since 1998 and fully licensed wealth manager and MBA since 2003, I have helped clients navigate the often confusing and turbulent worlds of death and taxes by creating and implementing strategies that combine the necessary legal framework with the appropriate financial tools to protect and achieve their goals.