Specialties
About Me
As an estate planning attorney, I see a need for clients to have their estate plans and investment plans mesh together.
For select members of our estate planning clients, we offer wealth management services and strategic estate and wealth plans. I’m a graduate of Stanford Law School and a CERTIFIED FINANCIAL PLANNER®. We work primarily with high net worth clients and also welcome clients at other wealth levels. Our minimum is $1 million. Besides high net worth clients, we also have the expertise to help families and individuals with special needs planning. We combine it with wealth management that complies with Colorado’s prudent investor rule to keep the SNT compliant with the law.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
I am licensed in Colorado as an attorney and as a registered investment advisor. I am also licensed to practice as an attorney in California and Wyoming. I can serve client in wealth management anywhere in the country.