Since I started with WestPac Wealth Partners in 2012, I made a conscious decision to serve business owners. We give business owners the confidence to take control of their business and guide them to build a clear path to their financial future. I'm passionate about helping business owners think through, plan for and ultimately execute on the inevitable exiting of their business.
Whether transferring to family or key employees, a third-party sale, or holding the business until death, I help provide insights and strategies for this transition that will help clearly define the best path forward. I discuss a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation. My clients will be better prepared to address the transition away from their business, leaving it on their terms.
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 | 2024-167134 Exp. 01/26