Our People

I believe that true wealth management is about more than compliance—it’s about empowering families to protect their legacies through clarity and action. I am a Tax Manager at Snyder Cohn.

When we work together, I:

• Foster a collaborative partnership with clear communication, ensuring your family, advisors, and our team remain aligned on legacy goals.
• Listen carefully to your family’s dynamics and financial objectives to fully understand the complexities of your estate and trust structures.
• Conduct in-depth technical research on the Internal Revenue Code. focusing on estate, gift, and generation-skipping transfer taxes to provide sophisticated, practical solutions tailored to your family office. Stay ahead of legislative changes to proactively adjust strategies and protect assets from regulatory risk.
• Mentor and develop our internal team, strengthening the expertise needed to deliver exceptional fiduciary service.

I bridge complex legislative requirements with the personal goals of the families I serve. Whether navigating Generation Skipping tax (GST) or structuring an intentionally defective grantor trust (IDGT), my goal is to provide a clear, actionable roadmap tailored to your family’s needs.

Practice Areas/Expertise

• Tax Compliance
• Tax Planning
• Estate Planning
• Strategic Consulting

Industries Served

• Individuals
• Businesses
• Estate and Trust
• High-Net-Worth Individuals
• Family Offices

Certifications

Enrolled Agent

Organizations

• American Institute of Certified Public Accounts

Education

• Bachelor of Science in Accounting – Robert Morris University