I am the attorney for Heritage Estate & Legal Planning LLC. My legal practice focuses primarily on personal wealth and private business legal services, such as fiduciary advice, estate planning, trust implementation, asset transfers and consolidation, and private business transactions for closely-held and family-owned businesses.
I am also the Director of Family Office Services for Sunrise Advisors, Inc., a local, family-owned wealth management firm registered with the SEC as a "Fee-Only" Registered Investment Adviser. Sunrise Advisors manages investments and gives financial planning advice for families, individuals, and their small businesses and foundations.
Before joining Sunrise Advisors and starting this law firm, I was a business attorney at Husch Blackwell LLP. Before that, I served as an active duty Captain and Judge Advocate for the U.S. Air Force Judge Advocate General's Corps. My degrees (Bachelor of Science and Juris Doctor) are both from the University of Notre Dame.
Our family lives in Prairie Village.
I am also the Director of Family Office Services for Sunrise Advisors, Inc., a local, family-owned wealth management firm registered with the SEC as a "Fee-Only" Registered Investment Adviser. Sunrise Advisors manages investments and gives financial planning advice for families, individuals, and their small businesses and foundations.
Before joining Sunrise Advisors and starting this law firm, I was a business attorney at Husch Blackwell LLP. Before that, I served as an active duty Captain and Judge Advocate for the U.S. Air Force Judge Advocate General's Corps. My degrees (Bachelor of Science and Juris Doctor) are both from the University of Notre Dame.
Our family lives in Prairie Village.