Providing sound investment advice and wealth planning to individuals and families, as well as trusts, estates, foundations and endowments is my primary focus. I counsel on a variety of matters, including estate planning, multigenerational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses. In addition to serving clients at Oppenheimer, I am a proud Indiana University graduate, past member of the Atlanta board of the Indiana University Alumni Association and served as the Kelley School of Business Community chair; I'm also a member of the Association for Corporate Growth and the Knoxville Trust & Estate Planning Council.I am licensed in the following states: AZ, FL, GA, IL, IN, KS, KY, NJ, NC, SC, TN, TX, VA, WI. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.