Since joining WestPac Wealth Partners in 2012, I've dedicated my practice to helping business owners navigate the financial "grey area" where their business and personal lives intersect.
I serve as a strategic alliance, helping owners prepare for one of the most important events they'll ever face: transitioning out of their business. Whether that means passing it to family, selling to key employees, pursuing a third-party sale, or planning for retirement, success comes down to thoughtful preparation. I work alongside your attorneys, CPAs, and other advisors to help to ensure everyone is working toward the same objectives with a coordinated strategy.
Our conversations focus on increasing enterprise value, defining exit goals, strengthening business continuity, and creating strategies to retain key employees. It all starts with understanding what your business is truly worth. That's why I provide a complimentary business valuation, preparing the foundation for informed decisions around wealth preservation, tax strategies, insurance planning, and how much of your wealth should remain invested in the business versus diversified for the future.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number – 1541031. | 9016594.1 Exp. 07/28