Firm: Convergence Planning Group, LLC
15400 , Brookfield , Wisconsin 53005
Practice Areas: Business, M & A, Estate Planning, Tax, Probate
I have had the privilege of assisting my clients over the years with their personal wealth management needs by focusing on the legal, tax and investment issues that many high-net worth individuals face. I have had the opportunity to serve as a trusted advisor in a few different capacities including 8 years as an estate, tax and business succession planning attorney in private practice and 2 years as a specialty tax manager in public accounting. My experience as an attorney and as a tax professional pairs perfectly with my current focus on the trust and investments side.. Ultimately, my sole mission is to ensure the long-term vitality of your hard-earned wealth and to support the achievement of your uniquely personal financial goals.. I earned my B.S. degree from North Dakota State University, my J.D. degree from Marquette University Law School, and my Master's of Science in Taxation from the University of Wisconsin-Milwaukee. In addition, between my first and second year of law school, I studied international and comparative law abroad at the University College in Dublin, Ireland.
