How I Help…
Creating peace of mind for clients is my “why.” I bring nearly 30 years of experience in the areas of wealth management, tax planning and estate planning to bear in working with closely-held businesses and high-net-worth families.
My charge is to support Adams Brown’s client service teams to enhance the already positive client experience. We accomplish this by complementing the traditional accounting and tax services with an advisory mindset in aligning and integrating business goals for our clients.