Since 1985, my experiences have helped busy families with their overall wealth management needs by helping them organize their finances, save money on taxes and navigate through all the financial issues faced throughout their lives. I pride myself on responsiveness, creativity and execution.• Have helped many families with their overall wealth management needs including investment selections, insurance analyzing, organizing their finances, prepared their income taxes, respond to correspondence from governmental agencies and understand the benefits provided by their employers.• Authored the GCD Financial Life Planner helping many families map out their projected cash flows and to put them in the best light to understand their financial needs and then design a suitable investment strategy to compliment the model• Have successfully bought and sold several small businesses that I was involved in operating in an extensive capacity• Started career at a top tier CPA firm in Chicago providing me with the tax, financial and operations background I still use todaySpecialties: Wealth management, financial modeling, tax planning, investment risk analysis for individuals, investment analysis and selection, business operations and efficiencyI am an avid golfer, casual skier, bicyclist, platform tennis (aka paddle) and soon to be pickleballer