About Us

I am a wealth management professional who has spent over a decade working with high net worth and ultra-high net worth clientele on issues including financial and retirement planning, complex trusts and estate planning and administration, taxation, investments, philanthropy, and everything in-between. I also have a JD/MBA, and I am admitted to The Florida Bar* (I do not give legal or tax advice in my capacity as a Financial Advisor). Finally, I am allied with a phenomenal team that focuses on both domestic and international clients, and I additionally focus on LGBTQ clientele.