I specialize in crafting custom financial strategies for families and working professionals. Whether you're navigating the complexities of executive compensation, pondering the best ways to secure your retirement income, or planning for your children's education, I'm here to guide you through every financial season of your life.
My approach is centered around understanding your unique circumstances and goals. From optimizing your tax strategies to collaborating on precise estate planning options, I believe in a comprehensive approach that not only meets your current needs but also works toward your future. For domestic partners and small business owners, I provide specialized insights to address your specific challenges and opportunities.
Additionally, I offer guidance in managing Restricted Stock Units (RSUs), helping you integrate them into your broader financial picture to maximize benefits and minimize tax implications. My goal is to empower you with the knowledge and strategies needed to make informed decisions that enhance your financial health.