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Relying on decades of experience in guiding high net
worth clients, I strive to assist my clients
in structuring sophisticated solutions to reduce
their taxes, avoid inappropriate investments and
reduce risks.
My
consultative approach will guide us in structuring
effective solutions. You will feel as if you
have a hand in the process and design for a solution
that just felt right.
I began my career in financial services in 1982.
My wife Jeni and I have a son and a daughter. We
live in Midlothian, Virginia. I am active in Boy
Scouts and have coached Lacrosse for both my
children. I love to sing. |