I help individuals and business owners understand and implement the many financial tools and strategies available to build and protect their wealth. During my 10+ years of practicing law, I observed many of the obstacles to building and preserving wealth. I have spent 20+ years in the financial services industry learning the tools and strategies available to overcome these obstacles. Together, these 30+ years give me a unique perspective in guiding clients to turn income into assets, assets into net worth and net worth into sustainable, generational wealth. My practice offers comprehensive planning to help clients develop financial security through estate planning, asset protection, tax planning, investment advisory services, retirement planning, executive benefits and business succession planning. We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. MetLife, and its representatives, do not provide tax or legal advice. Please consult a tax or legal professional for such guidance. Financial planning services offered by qualified Financial Planners of MetLife Securities, Inc. Licensed to offer fee-based financial planning in all 50 states, and to sell insurance and investment products in the following states: AL, CA, DE, FL, GA, IL, MA, MD, MI, MS, NC, NJ, NY, SC, TN, TX, VA, WI. CA Insurance Lic. 0H93881. Specialties: Metropolitian Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI)(member FINRA/SIPC) a registered investment advisor. 4 Concourse Parkway, 3rd Floor, Suite 300, Atlanta, GA 30328. 404-255-0118. MLIC and MSI are MetLife Companies.L1215449304[exp0417][AL,CA,DE,FL,GA,IL,MA,MD,MI,MS,NC,NJ,NY,SC,TN,TX,VA,WI]

Financial Services Representative, Financial Adviser and Financial Planner @ From 1998 to Present (17 years) Financial Services Representative @ From 1995 to 1998 (3 years) Financial Planner @ From 1988 to 1994 (6 years) Associate @ From 1985 to 1986 (1 year) General Counsel @ From 1980 to 1984 (4 years) Founding Partner @ From 1980 to 1984 (4 years) Associate @ From 1977 to 1980 (3 years) Law Clerk @ From 1976 to 1977 (1 year)

Harvard Law School From 1973 to 1976 Yale University From 1967 to 1971