Background

• Managing Director of KLR Wealth Management, LLC
• Over 35 years of experience advising individuals and business owners with financial and strategic planning
• Advise high net worth families on estate and trust issues
• Provides strategic succession planning to business owners
• Provide charitable gift planning to individuals and non-profits
• Former Chair of KLR’s tax and business valuation departments

Education

• Bachelor of Science in Business Administration, University of Massachusetts
• Masters of Science in Taxation, Bentley College
• Juris Doctor, cum laude, Suffolk University Law School

Professional

• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Rhode Island, Massachusetts and Florida Bar Associations
• Financial Planning Association (RI Chapter)
  
• Institute of Certified Financial Planners

Community

• Temple Emanu-El, Member Endowment committee
  
• RI Convention Center Authority, Former Commissioner
• Jewish Family Service, Member Endowment Committee
• Centreville Bank, former Trustee

Recent Articles

• What is Motivating Investors to Choose ESG Opportunities?
• The Truth Behind 4 ESG Investing Myths
• What is ESG (Environmental, Social and Governance) Investing?
• “Use It or Lose It” – No Claw Back on Gifts
• The (Real and True) Benefit of Active Asset Allocation: Part 2