As a Senior Financial Advisor, I lead and guide emerging and partner-level attorneys in crafting detailed financial roadmaps and long-term plans. With multiple years of industry expertise and specialized knowledge in domestic partnership plans, I assist clients in managing their capital effectively. This includes meticulous planning for spending needs and addressing key elements such as trust management, tax optimization, and beneficiary considerations. By providing comprehensive financial strategies, I ensure that our clients achieve true peace of mind, enabling them to preserve and transfer their wealth seamlessly, while taking care of their loved ones.