Based on 1 review
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He doesn't care about the people involved. He hounded on the person on deathbed despite family wanted family time. Disrespectful!! When he was interviewed and first hired, he came across as sincere and with his extensive experience, we thought he was trustworthy and caring. He exploited the young age of the beneficiaries and lack of knowledge. At the end, we had to spend extra money to challenge to amend the trust through court. The tax consequence could have been huge! Once the trust was set up, he became a different person. Cold and would not answer communications professionally. But then, the minute he heard there might be more business, he would switch back to that phony person. One of the most unethical professional I have ever dealt with. NEVER use this guy!