I build client relationships rooted in trust and a deep understanding of each client’s distinctive circumstances. I strive to be a proactive advisor, anticipating needs, addressing issues before they escalate, and delivering guidance that supports immediate decisions and future planning. I have extensive experience establishing and maintaining long-term relationships with key client groups, providing comprehensive tax and estate planning support to multiple generations of high-net-worth families.
At the core of my approach is diligence, consistency, and a strong commitment to client service. I approach each engagement with care and discretion, working collaboratively so my clients feel supported at every stage.
I began my career at J. Arthur Greenfield (JAG), a Los Angeles-based firm, where I spent more than 25 years serving private clients. I joined MGO in 2024 when JAG merged with the firm.