About

One of the significant byproducts of our resilient economy has been the creation of vast amounts of wealth by many hard-working, smart, and charitable individuals.

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One positive outcome has been the proliferation of many family and charity-oriented trust arrangements.

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These trust arrangements have spawned a “cottage industry”. And now, an inordinate amount of time and resources are required to keep things running smoothly, resulting in more involvement by the Trustor (the creator of the wealth).

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What’s important:

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I have spent the last 35+ years as a banker and investment advisor, making sure that my clients were pleased with the services,

that their accounts ran smoothly, and most important, that the investments were aligned with their goals. 

All the while understanding the need to put my clients’ interests first and to eliminate conflicts of interest.

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I propose to do the same for my trust clients and their professional advisors.

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