I am a CPA with nearly 30 years of experience in providing family office/business management and tax services for entertainers and other high net worth individuals. As the quarterback of the financial team, I focus on protecting and growing clients’ wealth. Wealth management is complicated, challenging and shifts constantly. Markets are in turmoil and tax laws change constantly. Taking the time to find the right solution, the right path is critical to ensuring that clients meet their financial goals.As a business manager I give my clients the peace of mind that allows them to focus on what they need to do in order to earn a living or to pursue other interests. To protect their wealth our services range from budgeting and bill paying to tax and financial planning. We review insurance and work with estate planners to make sure estate plans stay current.I do all this by surrounding myself with the best people and taking the time to come up with the best solution.Specialties: Business Management, Family Office, Tax Planning & Compliance