About

I have had the privilege of assisting my clients over the years with their personal wealth management needs by focusing on the legal, tax and investment issues that many high-net worth individuals face.  I have had the opportunity to serve as a trusted advisor in a few different capacities including 8 years as an estate, tax and business succession planning attorney in private practice and 2 years as a specialty tax manager in public accounting.  My experience as an attorney and as a tax professional pairs perfectly with my current focus on the trust and investments side.Ultimately, my sole mission is to ensure the long-term vitality of your hard-earned wealth and to support the achievement of your uniquely personal financial goals.I earned my B.S. degree from North Dakota State University, my J.D. degree from Marquette University Law School, and my Master's of Science in Taxation from the University of Wisconsin-Milwaukee. In addition, between my first and second year of law school, I studied international and comparative law abroad at the University College in Dublin, Ireland. 

Practices Areas

Estate Planning

Business

Probate

Language

English

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