Board certified financial planner with 19 years of diverse financial services experience in charitable planning, asset management and estate planning. Author of the book "Direction Memo鈩�: How to Write a Letter of Instructions for Your Estate Plan" published by Outskirts Press.
I consult with the "Gator Nation" and our donors professional advisors on matters related to planned giving on behalf of the University of Florida Foundation.
Specialties: Individual Estate, Tax, Retirement and Charitable Planning
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