If you are a business owner, entrepreneur, or an executive, you have many demands on your time. You may recognize that your wealth is not receiving the attention it deserves. I can help alleviate that situation:• I work with a select group of ultra-high-net-worth and high-net-worth individuals and families, helping them organize and clarify multiple aspects of their wealth. • I provide strategy and guidance to help clients define their direction and uncover possible efficiencies, offering a tax-sensitive perspective.• I also help shoulder the administrative burdens that wealth can pose. My service team, I believe, is without equal.• I have particular depth advising business owners before, during, and after a transition or sale. I collaborate well with owners and their tax and legal advisors, putting the structures in place to help optimize their situations.• I understand the importance of pre-transaction planning, providing end-to-end guidance on what is likely to be the defining event of a business owner's career. • I appreciate the central importance of cash-flow in maintaining a business owner's lifestyle, applying my knowledge of portfolio design to pursue a steady income stream.NATIONAL RECOGNITION:• Forbes "Best-in-State Wealth Advisors" list 2024, 2023. (Published annually in April. Rankings based on data as of June 30 of the prior year.)• Forbes "Best-in-State Wealth Management Teams" list 2024, 2023. (Published annually in January. Rankings based on data as of March 31 of prior year.)BACKGROUND:• CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc.• Certified Exit Planning Advisor® designation from the Exit Planning Institute.• Entrusted with $1.6 billion in client assets, as of March 31st, 2024.