Profile

Biography

Organizations

Founder & Principal
Laminar Wealth LLC
Chesterfield, MO

Credentials Held

Personal Financial Specialist (PFS) Credential

CPA Licenses Held

Education

Areas of Expertise

Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Education Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services