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I am a true advocate for my clients, their families and their businesses. I help them achieve their goals and I tirelessly pursue and offer solutions that give them peace of mind now...and for the future. I help them plan for LIFE and LEGACY.
With over 21 years of experience, I take seriously my role not only as an Attorney, but as a Counselor at Law. I LISTEN intently to my clients---noting their wishes, goals and dreams. It is only at this point that I then guide clients through a myriad of financial and legal decisions to enable them to effectively plan for their families and reach their goals. I assist clients with estate planning, including family protection, wealth preservation, charitable gift planning and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. In addition, as a business owner myself, I also combine my legal expertise and acute business acumen to assist my clients in planning for the creation, growth and success of their businesses and nonprofits.
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Chat withState: Illinois
Acquired: 2021
No misconduct found
State: Missouri
Acquired: 1999
No misconduct found
100 Saunders Rd Ste 150, Lake Forest, IL, 60045-2526
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2021 - Present
Lake County Bar AssociationAttorney Member
2021 - Present
Illinois State Bar AssociationAttorney Member
2017 - Present
Greater North Shore Estate & Financial Planning CouncilBoard Member, Secretary
2017 - Present
Chicago Estate Planning CouncilAttorney Member
1999 - Present
The Missouri BarAttorney Member
1998
JD/MBA - Juris Doctorate and MBA
English