Senior Vice President–Wealth Management
We focus our practice on working with individuals going through a divorce and providing clarity on the financial issues that arise during and after divorce. We understand that divorce or separation presents an emotional challenge and may create anxiety about maintaining lifestyle and financial goals. We work efficiently with you and your team of advisors, including your attorney, paralegal, accountant, and mediator to provide the tools that can help determine the best long-term settlement for you. Understanding your finances is the most critical step in moving forward in your new life of confidence and independence and we are here to help you excel every step of the way.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including: