Broker Check


I specialize in helping people who have or are going to inherit money. My clients who have inherited, are looking for immediate clarity into what they have and a clear plan on how to protect it and manage it going forward. There are many legal, financial, and tax implications surrounding an inheritance that I can help you address. I work closely with my client’s other tax and legal advisors, or if they don’t have other advisors, I can help them build their team and make sure all of the issues have been addressed.