As part of an experienced multi-disciplinary national team, my role is to empower clients in successfully addressing the qualitative issues that accompany estate and financial planning. I’m the co-author of Estate Planning for the Blended Family with L. Paul Hood, Jr, and Beginners Guide to Purposeful Prenups with Emily Chase Smith, Esq.
As a specialist in family dynamics, I often speak about topics to further best practices related to:
Blended Family Dynamics
Running Multi-Generational Family Meetings Successfully
Engaging the Rising Generation in Philanthropy
I’m passionate about having a positive impact in the lives of my clients, colleagues, family and friends, and especially making connections that further the goals and dreams of those around me.