What Financial Legacy Will You Leave Your Family?

Some estate planners are attorneys. Some are CPAs. I am both. With over 29 years of experience in estate & financial planning, pensions & profit sharing, and public accounting. Today, I draw on this broad background to bring wisdom and perspective to the estate planning process and all the related areas of law.

I am also “Of Counsel” to Moss & Barnett, a full-service law firm focusing on providing a broad range of cost-effective, quality legal services. This arrangement allows me  to keep my separate practice. It also gives me the ability to confidently refer you to this firm of outstanding lawyers who are ready, willing and able to meet your legal needs that are outside of my practice areas.