Title: CorePath Estate Planning Partner
This Is Why I Do It:
I serve as a part of the CorePath legal team. Previously I served as general counsel at Thomas Brady & Associates in Boston, and the ESOP Advisors Group in San Mateo, California from 2007 to 2009. Before that I was an in-house tax planning counsel at Securian Financial for 10 years, preceded by five years in private practice with Chandler & Brown law firm in St. Paul and Lommen Abdo law firm in Minneapolis.
I graduated with honors from The Catholic University of America and from William Mitchell College of Law. I am a frequent lecturer and author in business exit and transition planning.