As an attorney, financial advisor, and consultant, I solve problems for people.
I help families create legal structures to protect the wealth they have accumulated.
I help individuals devise legal, financial, and tax strategies to help protect and distribute their wealth in retirement.
I help service professionals and individuals grow their wealth through strategic consulting, advising, and mentorship.
I believe success leaves cues.
My background in undergrad was Psychology and Finance. From there I went to law school and attained my law degree with a corporate concentration. I have achieved the highest designations as an estate planning and elder law attorney. I've served as an adjunct professor of law and literally wrote the book on legal strategies for planning for long-term care.
Upon graduation, I grew a million dollar law practice before age 40. In my "free time", I've started and sold a successful CrossFit box/gym and I've coached service professionals (many attorneys and financial advisors), some paying over $100,000 for my services.
Success leaves cues.
My passion is helping good people achieve their goals by developing the correct strategies and utilizing the right tools.
Let's book a time to see how I can help you.