As a Senior Wealth Management Associate, Thanh (pronounced “Tawn”) works closely with advisors to collect and analyze financial data in order to develop customized financial plans that empower our clients to reach their goals. Thanh provides ongoing support to clients and works with the firm’s other departments to deliver tailored solutions. Thanh’s background in the public and private accounting space allows her to stay atop constantly evolving income and estate tax changes. She breaks down complex tax matters for our clients, which includes but is not limited to: income and estate tax reduction strategies, the use of long-term capital gains and losses for maximum benefit, and the impact