Small business owners take big risks to provide opportunity for themselves, their families and their employees and, often, spend so much time developing their businesses that their personal finances run on "auto-pilot," if they run at all. That's where I come in. I want to allow them to have the freedom in their lives that comes from financial efficiency and having liquidity, access and control of the money that they work so hard to make.

CPAs, Wealth Managers and Estate Planning Attorneys

Non-Profit Organizations (hospitals, places of worship, etc)