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)
• Florida Institute of Certified Public Accountants (FICPA)
• 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

• Q3 Market Update
• Mid-Year Market Update
• 7 Things You Should Know about the Market
• When Are You Eligible for Social Security Benefits?
• What Happens if You Inherit an IRA from someone other than your Spouse?