With an education and background in accounting and finance I especially enjoy working with clients on business exit and succession planning, retirement planning, and charitable giving. Coupling a passion for planning with an academically-driven investment philosophy we develop plans with that provide a high probability of success. Family is incredibly important to me, my wife and I have twin boys born in 2011 and recently added a baby girl to the mix. We value our time together as a family and are grateful that we still live near much of our extended family. These values drove me to find a career where I enjoy helping individuals and families tackle their financial goals and challenges. W