We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
With 45 years of experience, deals with a wide variety of clients including sports personalities, corporate executives, closely-held business owners, high-net-worth individuals, and family offices
Focused on Family Office Services for high-net-worth individuals and retired sports personalities
Emphasis is on trust planning, implementation, governance, and administration as well as wealth advisory services, tax and estate planning, both international and domestic
Joined IMG, MAI’s predecessor in 1979, and prior to IMG, was a Tax Analyst with TRW, Inc. which encompassed tax reporting on their Domestic International Sales Organization (DISC) as well as the IRS liaison for ongoing audits
In 1992, was honored in Crain’s Cleveland Business “40 under 40”
Life Outside of MAI
Enjoy spending time with family and friends
Dyke College, BS in Accounting
University of Akron, MS in Taxation
College of Financial Planning, MS in Financial Planning
We look forward to learning about your financial goals.