About

My practice focuses on helping clients manage their wealth, during their lifetime and put into effect their wishes when they pass.  I plan, design and implement the estate plans of my clients. With my financial and legal background, and the team of highly qualified and credentialed professionals I work with, I am able to integrate financial, tax, insurance and legal expertise into the client's plan in a consistent and on-going manner.  My clients have a single source to handle the management of their wealth as well as attend to their final wishes when the time comes. 

Practices Areas

Estate Planning

Business

Probate

Language

Spanish

Contact