I am Partner and Practice lead of the Family Office group at Fuller Landau, and I have over 15 years of experience providing objective advisory services to successful individuals and their families to help preserve, manage, and grow their wealth. I help my clients design and implement customized wealth management solutions in an integrated fashion. I provide strategic support in a wide range of financial areas, including investment portfolio asset allocation and manager selection, insurance, tax planning, philanthropy, and wills and estates. My clients describe me as focused, responsive, and personable, and my practice is to walk clients through complex issues and give them the comfort an