A Modern Firm

Estates and Trusts

Planning for your family's future has never been more important. From the most essential advance estate planning programs to trust and estate disputes, my services are tailored and designed to protect you.


When you are faced with a tax issue, no problem is too small. The uncertainty that goes along with understanding complex forms and rules can be overwhelming. I have the knowledge and experience you need.

Business and Corporate

Emerging and established companies alike often deal with very similar problems. I have many years of experience assisting companies from start to finish (formation, corporate governance, buy-sell agreements).

Wealth Preservation Strategies

Develop your business, trust or estate strategy with a knowledgeable tax and finance professional who can see the whole picture and can tailor to your own needs.

Financial Business Analysis

You have worked hard to get ahead. Work with a consultant that has proven abilities in solving problems quickly and efficiently so that you can be in control of your business.

Outsourced CFO and CFO Consulting

Between CFO's? Growing toward hiring a CFO? Assisting your new CFO? I have the experience to help you keep things running smoothly.