Principal | Head of Partner Programs
Love this approach. Funny - but the preamble paragraph is a little limiting. This has far greater impact than deciding how to handle referrals
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
From startup equity to exit planning - guidance through every growth stage.
Integrate business and personal wealth strategies for service industry leaders.
Integrate business and personal wealth strategies for optimal tax efficiency.
Manage concentrated career earnings and plan for life after sports.
Specialized expertise where I deliver the greatest value
Navigate business transitions and maximize value at exit.
Sophisticated strategies for sustainable retirement income.
Structure charitable giving for maximum impact and tax efficiency.
Market commentary and investment perspectives
War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
Read More
Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
Read More
Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
Read More