Serve as a primary wealth advisor for high-net-worth individuals, families, and business owners. Develop comprehensive financial plans covering investments, retirement, taxes, estate planning, insurance, and risk management. Provide specialized divorce financial planning, settlement analysis, documentation, and support for mediation or litigation. Build trusted client relationships, coordinate with attorneys and other professionals, monitor plans, and contribute to business development and referral networks.

Leads tax compliance and advisory services for partnerships, S-corporations, individuals, and trusts. Prepares and reviews complex federal, state, and local returns, handles audits and tax notices, conducts technical research, advises clients on tax planning, and evaluates legislative changes. Oversees workflow, develops staff, mentors tax professionals, and supports growth of the tax practice while maintaining strong client relationships.