I entered estate planning because I care deeply about helping families preserve wealth for future generations, particularly families that are not “wealthy.” And that is what separates me from other attorneys. I approach clients with the aim of educating them in sound wealth preservation strategies that leave a legacy for their children, and, more importantly, leave a lasting example for their children to imitate. Because, ultimately, as James Baldwin observed, “children have never been very good at listening to their elders, but they have never failed to imitate them.”
In addition to helping families preserve their wealth, I am an avid advocate for entrepreneurs. My roots in entrepreneurship began as a teenager when I formed a sole proprietorship called Jeffco in my mother’s basement. There, I assembled television “welcome packets” for a local cable provider, KBLE, in Columbus, Ohio. After stuffing plastic bags with cable television guides, movie fliers, and magnets, my mother, a KBLE dispatcher, would deliver the packets along with my bi-weekly invoice.
And with that same enterprising spirit, I guide and support entrepreneurs and small business owners in making informed business decisions from the formation phase to the ongoing operations phase.
When I am not helping clients plan their estates or invoicing KBLE, I enjoy scenic runs along the trails of Terry Hershey Park, reading books about history, sci-fi, investing, traveling, and watching college football.
The best part of what I do is getting to meet new people. No matter what brought you here, I am here for you, and I am ready to help in