Quality Assurance Manager at Rafael Advanced Defense Systems @ Haifa
Senior Financial Planner and Private Business Strategist
I am an attorney, CFP® professional, and accredited estate planner® at PNC Private Bank. I work with other professional advisors and their clients to create financial plans that meet each client’s specific goals. I also help business owners develop and implement their succession plans. I currently serve as a director of Certified Financial Planner Board of Standards, Inc. I serve on the Planned Giving Committee of the Medical College of Wisconsin , and I volunteer for the Marquette Volunteer Legal Clinic. I am a frequent public speaker for professional organizations, including the Milwaukee Bar Association, the Ozaukee County Bar Association, and the Milwaukee Estate Planners Forum.