Why Work With Us

Planning that sees the whole picture.

Two sides of the table. Before building this practice, I spent years as in-house counsel at a registered investment adviser. I understand how financial advisors think, how portfolios are structured, and how an estate plan either integrates cleanly with a client's wealth strategy — or quietly undermines it. That fluency is rare. It's what this firm is built on.

You work with me. Not a junior associate. Not a paralegal interpreting your concerns. You work with me — from the first conversation through the signing of your documents and every update that follows.

One coherent strategy. I work closely with your financial advisors, CPAs, and family office professionals to make sure your estate plan doesn't exist in isolation. It should function as one piece of a complete picture.

Planning for your life as it actually is. Wealth, family, and legacy look different for every client. This firm was founded on the belief that estate planning should reflect your full life — including the complexities that other practices don't always know how to hold. I proudly serve clients across all family structures, backgrounds, and circumstances, including LGBTQ+ individuals and couples and clients for whom generational wealth is a first-generation achievement. Estate planning has too often been a conversation reserved for a narrow set of families. This firm was built to change that.