Business Owners

If you are a business owner whose financial affairs are growing increasingly complex, I can help.

My goal is make the finances around your personal and business life as seamless, efficient and worry free as possible.

We recognize business owners have unique needs, such as;


  • Business succession planning and sale

  • Corporate restructuring

  • Key person insurance coverage

  • Tax minimization strategy

  • Corporate restructuring

  • Funding of shareholder agreements (buy/sell arrangement)