Professionals

Busy professionals have limited time to devote to managing their personal investments along with their employee benefits programs, restricted stock, taxes, estate plans and other key demands and constraints that could impact their portfolios.

I speak the language of these specialties and help you prevent problems in synthesizing all the demands and constraints on your portfolio and prevent problems in implementing complex strategies. I help professionals effectively achieve their philanthropic intentions by both maximizing gifts to charitable causes and maximizing tax benefits to the donor.