Adding a philanthropic strategist to your team of financial advisors opens the door for new perspectives, tax-efficient tools, and opportunities to build or add to your family’s legacy to be considered.

As a professional advisor, I appreciate that there is significantly more to you and your success than your financial capital. As a philanthropic strategist, my job is understand the why behind your financial success and discover your charitable vision, legacy plans, and family goals.

Using this, I work with your other financial advisors to find effective and efficient strategies to support your estate and charitable goals.