I work with attorneys, accountants, trust officers, and other financial professionals to better serve the needs of my clients. This collaborative approach gives my clients a comprehensive service. When you partner with me, you can rest assured that I will work with you to develop a mutually agreeable process for interacting with our shared clients.
I know that every organization has different methods and preferences for the way communication is handled, so I am flexible and adaptable in order to effectively meet the needs of my clients within a cohesive team environment. I will always maintain open lines of communication and keep you apprised of all developments. I am a results-oriented firm, and I will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning*.
I invite you to explore my website to gain a clearer understanding of my team and the resources I bring to the table. If you have questions or would like to discuss a particular client that I may be of assistance with, please don’t hesitate to contact me.
* Neither New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
