I work with successful, high-end Equestrian families and their partners. My team uses a financial planning approach focused on what I believe are the 5-key concerns of these families: Tax planning, investments,insurance and strategies for wealth management and charitable giving. I have deep relationships with the families I serve. I help my clients focus on what’s most important to them. My 40 years as a “horsedad and husband,” combined with 34 years financial industry experience has given me the knowledge to do this important work. I look to help these families ease the stress and uncertainty of their complicated financial lives. I believe this in turn can strengthen their relationships with the people they love most and provides great freedom,to celebrate the magic of their horses.