I am a Partner and Managing Director of Tax Advisory Services at Cresset, advising Family Office clients on complex tax planning and tax minimization strategies, as well as preparing individual, partnership, trust and foundation tax returns. I bring more than 25 years of experience advising ultra-high net worth families on federal and state taxation while streamlining compliance and correspondence. By integrating estate and income tax advisory services with wealth and portfolio management, I am helping clients benefit from synergistic financial planning and True Fiduciary® standards of transparency. Prior to joining PagnatoKarp (now part of Cresset), I served as Vice President of Tax Plan