I have over 40 years of experience assisting my clients and their other professionals in guiding their business and personal matters.  I have dedicated my career to working with my clients to understand their goals and ambitions and employ my knowledge of their individual situation to achieve the best possible outcome for them. My knowledge of their company, their industry and the multitude of legal and tax matters impacting their business and their personal planning has enabled my clients to maximize the outcome of any situation they confront. My experience and education as a CPA and my LL.M. (in Taxation) uniquely qualifies me in this regard.

My accumulated knowledge of business, tax, and estate planning matters brings a multi-disciplinary solutions-based approach to my clients, enabling them to achieve results that are enhanced by the understanding of how income, gift and estate tax benefits maximize these outcomes.

My background and approach to problem solving has resulted in numerous successes in all phases of my clients’ business and personal affairs in achieving tax-advantaged outcomes in their business and personal investments.

I am the Managing Director of Valcour Partners LLC, the family office of a legacy client that had several significant liquidity event leading up to my formation of the FO. In that capacity, I am managing the deployment of alternative investments and the design and implementing income, gift and estate planning for the FO.  This position involves selection, coordination and management of multiple financial, accounting, legal and valuation firms.  My experience with legacy clients and my understanding of their needs based upon my institutional knowledge, gives me a unique perspective on addressing and solving their myriad personal and business needs.