MY STORY

Wouldn’t it make sense if your financial advisor, investment banker, CPA, tax attorney, and estate planning attorney all communicated with one another? I thought so, too. As your financial advisor and holder of the Certified Exit Planning Advisor® designation, I help coordinate services and communication between all your advisors and help educate you on the structures and disciplines necessary to implement a successful exit of your business.  Whether you are selling to the next generation, employees, a financial or strategic buyer, or simply liquidating private or public stock, a coordinated approach is the key to transitioning your business in the most seamless and tax efficient manner.  As a liaison between your financial and other trusted advisors, I bring cohesion to your financial world and help simplify your life.

I have spent over 30 years helping business owners and corporate executives navigate the complexities of wealth concentration. I have attained the experience and a level of education required to help clients implement their monetization strategies. During my meetings with you, I will take the time to help you determine a course of action based on your specific goals and objectives. I can coordinate this effort with the appropriate legal, tax and investment banking team to ensure that a comprehensive and coordinated approach is taken to help you achieve your stated goals. Without a coordinated approach, I have seen individuals who are going through transitions leave millions of dollars on the table.

I am a regular panelist at Merger & Acquisition events, speaking to the strategies employed by business owners and executives to create liquidity and preserve wealth for themselves, their family, and employees.


Services Available or Access to Services Include 

• Business Planning
• Trust Services, offered by Wells Fargo Bank, N.A.
• Wealth Management
• Estate Planning Strategies, offered by Wells Fargo Bank, N.A.
• Business Succession Planning, offered by Wells Fargo Bank, N.A.
• Planning
• Philanthropic Management, offered by Wells Fargo Bank, N.A.
• Professional Portfolio Management
• Retirement Planning
• Wealth Planning
• Mergers & Acquisitions (Buyside/Sellside), offered by Wells Fargo Bank, N.A.
• Capital Raises (Equity/Debt), offered by Wells Fargo Bank, N.A.
• Restructuring/Strategic Advisory, offered by Wells Fargo Bank, N.A.
• Private Secondaries, offered by Wells Fargo Bank, N.A.
• Employee Stock Option Plans, offered by Wells Fargo Bank, N.A.

*Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management.  Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.