Trust and Estate Consultant
My experience in the trust, estate and power of attorney (POA) industry has resulted in a deep appreciation of the value and importance of a well-made and executed estate plan. Knowing that everyone’s situation is unique, I invest the time needed to look at all aspects of an individual’s life while formulating a solution designed to provide the desired impact and legacy.
I strive to provide peace of mind by clarifying and navigating the complexities of estates, trusts and POA. I take great pride in knowing that a well formulated plan helps our Members with their financial needs, as well as those of their loved ones when they no longer can.
Whether it is tax and probate planning, dealing with complex family dynamics, or succession planning, my goal is for you to leave the greatest legacy and impact for the future.