Financial advisor for boutique, fee-only investment management firm specializing in business leaders, artists, athletes, foundations, and multi-generation families. I work on a team of investment and planning experts designing, analyzing, and presenting customized plans tailored to the facts and circumstances of each client. As a subject matter expert in estate planning and tax, I specialize in ensuring the financial and estate plans of a client work in conjunction with one another, follow the client's true intent, and maximize financial success for a lifetime and beyond. Other areas of emphasis include retirement planning, education planning, business succession, philanthropy, and investment advice.

Provided comprehensive wealth planning to business owners, real estate investors, and other high net worth clients in the private bank. Advised on advanced strategies using philanthropic planning, retirement accumulation and distribution planning, income tax planning, and many other components of one's estate and financial plans. I helped clients define their short-term and long-term goals, and guided them to success in meeting these goals.

Provided consulting services to assist financial advisors with complex financial planning for their clients. Specialized as an SME in tax and estate planning techniques, high-net-worth strategies, and charitable planning. Advised on specific client situations involving business succession planning, life insurance, executive compensation, and retirement planning. Often led presentations and discussions on the importance of comprehensive financial planning, and how tax planning and estate planning are an integral piece of financial plan.

Ongoing contract relationship with small tax and estate planning firm. In addition to working with high net worth clients and their estates, I have furthered the development of the corporate and business planning practice area, expanding the firm to serve clients with business, corporate, and employment law. Providing legal expertise and consulting for small and medium-sized businesses for compliance with state and federal tax and employment laws. Drafting new employee handbooks, policy and procedure manuals, new hire and termination documents, and employment related contracts. Extensive client interaction, often done individually through on-site visits with business owners, human resource managers, and company staff.

Heavily involved role as one of two attorneys in a fast pace transactional practice servicing small businesses and high net worth individuals. Routine projects involved the drafting or editing of a client’s entire estate plan and other tax planning instruments, estate and gift tax consultation, estate administration, and probate. Regularly served corporate clients from formation to wrap-up. Solely responsible for attending all court appearances for the practice, including trials, labor board complaints, civil employment disputes, and often probate matters. Additionally accountable for all day-to-day practice management and administration tasks.

Assisted boutique transactional law firm with all estate planning clients by completing new trusts and other estate planning documents, and also making changes to clients’ existing estate plans. Research for domestic and international income and estate taxation issues for clients with international estate planning concerns. Other projects include document review and editing, drafting various agreements and business entity formation.

Worked closely with senior estate planning and transactional attorneys to develop an estate planning department at a regional law firm specializing in the representation of architects and engineers. Participated in the teaching of other attorneys in the basics of estate planning, probate, and estate administration. Assisted the firm with new and existing estate planning and corporate clients.

Thorough researching and editing of tax and trade-based content for several tax publications. Prepare and publish supplemental updates for national and foreign tax relates treatises.

Primarily research matters regarding art and the law. Currently working to obtain reproduction rights for a number of images used in a documentary film. Draft memoranda addressing copyright and fair use queries. Conducted research, obtained image reproduction licenses, and assisted in editing a professor's article due for publication in a law journal.

Part of a team helping to market a historical documentary. I was the key member responsible for developing the copyright due diligence file for a documentary/educational film. Obtained copyright licenses for several images used in the film.

Assisted in both legal and agency matters. Drafted memoranda on various litigation matters and new technologies that are affecting the book publishing industry. Reviewed and edited author-publisher agreements to ensure favorable terms for author clients. Read query letters from authors marketing their books to the agency.

Received full scholarship as an editorial fellow for several major tax treatises.Received LL.M. with certification in wealth management.

Responsibilities focused in the civil litigation department handling various cases. Subject matter includes personal injury, workman's compensation, contract disputes, and family law. Tasks include independently managing a case by drafting memos, pleadings, and discovery documents as well as interacting with clients and adversaries.

Main duties involved attending and appearing in hearings for mentally disordered clients. Read, categorized and prepared discovery for trial. Conducted research on various mental health issues. Interviewed and prepared potential clients for the felony arraignment proceeding.

Drafted memoranda, briefs, pleadings and correspondence for various civil cases. Communicated with clients, court staff, and attorneys while managing and arranging specific case files.

Assisted in planning 2007 fundraising events for the museum's permanent collection.

Student intern for US Senator for the state of Florida. Part of the administration team at local Miami office. Communicated with voter constituents and prepared itineraries for Senator's visits to Miami.

Acted as a liaison between members of the press, political party members, and University of Miami staff.