Overview

I am uniquely positioned to help my business clients grow and prosper. Providing tax, planning and business consulting services to clients on both coasts and a few EU countries. In addition, I counsel high net worth individuals and small business owners on retirement planning. I am also the founding member of a consulting practice with a special focus on the specific needs of domestic partners and non-traditional families. We have partnered with attorneys, financial advisors, as well as insurance professionals under our association, the Domestic Partners Network.

I am interesting in continuing to grow my practice.

Last Activity
6 months or more

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