Promoted multiple times and became Managing Director in January, 2015.• Specializes in providing high-net worth clients with integrated income and wealth-transfer tax advice. • Consults to help clients clarify their goals and crafts goals-based planning strategy recommendations. • Reviews client estate plans, trust agreements and entity structures to ensure proper alignment with client desires and suggests any necessary or advisable adjustments.• Advises founders and early… Show more Promoted multiple times and became Managing Director in January, 2015.• Specializes in providing high-net worth clients with integrated income and wealth-transfer tax advice. • Consults to help clients clarify their goals and crafts goals-based planning strategy recommendations. • Reviews client estate plans, trust agreements and entity structures to ensure proper alignment with client desires and suggests any necessary or advisable adjustments.• Advises founders and early employees regarding equity compensation strategies.• Collaborates with clients and family office personnel to develop proper internal incentive structures to attract and retain quality in-house investment teams.• Prepares economic models used across the firm.• Formulates best practice guidelines and client service opportunities for firm-wide distribution.• Proactively identifies and reaches out to clients with additional service opportunities and planning ideas.• Targets and pursues new client opportunities and continually develops external referral network.• Effectively manages multiple levels of direct and indirect reports to ensure timely and accurate work.• Participates in peer review to evaluate work quality in other offices. • Develops and presents nation-wide technical trainings related to individual and fiduciary taxation. Show less

-