Along with my business partners Bryon Botsford, Brad Moore, Joe Goodreault and Andrew Winchester, I am responsible for working with a select group of ultra high net-worth families, corporate executives, real estate investors and business owners to aid them in effectively managing their wealth, first by identifying each client’s unique goals then coordinating a team of local specialists to implement custom, comprehensive wealth plans to help accomplish those goals.Our team's work with business owners focuses on assisting them with evaluating and then executing on various strategic exit options, including Employee Stock Ownership Plans (ESOP’s).Investments and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested