As an estate planning attorney with a specialty in tax, he help Finwell's Private Wealth clients create meaningful legacies through complex estate planning and charitable gifting strategies.
With a decade of experience in both legal and financial services industries, he bring knowledge, professionalism and understanding of the financial landscape to his relationships. As an estate and charitable planning attorney he bring a deep understanding of both private practice and in-house planning processes. And an experienced, knowledgeable and innovative advisor who helps clients do more with their assets and resources as they work to shape their future.
Current role