I advise founders, entrepreneurs, executives, and investors on managing the complexities of generational wealth. Cynosure Wealth Advisors is a unique team of a dozen advisors who have built, managed, or run family offices. We bring an advise-driven proclivity to solving the challenges of managing multi-generational wealth. Cynosure Wealth Advisors is a best-in-class "Boutique with Scale", serving founders, innovators, entrepreneurs, investors, family offices, and their professional advisors.

Senior Managing Director, Chief Wealth Strategist, and one of the founding members of the Family Enterprise Services group ("FES") advising founders, entrepreneurs, wealth creators, multi-client family offices, and single-family offices on managing generational wealth. The team delivers the resources of Silicon Valley Bank, including banking, lending, fiduciary services, and wealth management, to founders and families with multi-generational wealth.

Managing Partner of BDO's National Family Office Services practice group. Responsible for the coordination and delivery of multi-family office services to entrepreneurial business owners and their families.

Senior Family Wealth Advisor responsible for leading a Mirador team dedicated to proactively managing the wealth of ultra affluent families. Also responsible for the sophisticated wealth management and consulting services provided to Mirador clients. "Families must not only preserve, protect and pass the wealth they have created, but more importantly, they must instill in each successive generation the character, resolve and entrepreneurial vigor that gave rise to their wealth."

Director of Credit Suisse’s Center for Wealth Planning and Family Wealth Management group within Private Banking USA. Head of Central Region team of Wealth Strategists in the Center for Wealth Planning, where we work with Relationship Managers in advising high net worth clients, entrepreneurial families and corporate executives on effective strategies to meet multi-generational wealth planning goals and objectives. I work as a facilitator between Credit Suisse clients and their outside advisor's, including trust and estate planning attorneys, certified public accountants, investment bankers and insurance professionals. As part of the Family Wealth Management Group, I advise Credit Suisse family office clients coordinating and integrating the family’s financial, business, estate planning and wealth management goals and objectives with their investment management goals and objectives.

Managing Director of Multi-Generational Family Office

Head of Wealth Planning Group for boutique private client investment advisory firm.

Tax and Estate Planning Attorney heading up the Wealth Management practice group in Chicago, Illinois office of National Law Firm. Responsible for estate planning practice for Chicago, Illinois and Grand Rapids, Michigan offices representing closely held business owners, executives and wealthy families on all aspects of the accumulation, preservation and protection of family wealth.

Head of Estate Planning Practice representing wealthy families on all aspects of tax, estate planning, asset protection planning and business planning for wealth families.

Lawyer in sophisticated business law firm specializing in tax and estate planning for entrepreneurial business owners, executives and wealthy families. Co-Chair of estate planning practice group.

Associate tax and estate planning attorney in law firm specializing in representing closely held business owners and wealthy families.