Founder & Principal

• Dec 2021 - Present

Avere Wealth Management provides holistic, tailored, and actionable personal finance advice to corporate executives and entrepreneurs across the country who want to build, maximize, and transfer generational wealth. Our areas of expertise are: 1. Investment Planning 2. Retirement Planning 3. Tax Planning 4. Cash Flow Planning 5. Insurance Planning 6. Estate Planning 7. Employee Benefit Planning We offer a high-touch and personal service that gets and keeps you on track towards meeting your financial goals. The business was founded on three core tenants: 1. Educating- While we have the answers, it's important to that we help deepen your understanding of personal finance matters. As such, we will take the time to educate you on the topic- to the extent you're interested, of course. 2. Advising- We will provide you with alternatives, our recommendation, and our rationale. We won't tell you what to do. The final decision is yours. 3. Implementing- Once you have made the decision, we will help you implement the plan to the extent possible. We can coordinate with your estate planning attorney, CPA, or other members of your board of directors. Show less

Principal

• Sep 2021 - Present

Avere Tax Planning is a true, holistic tax planning solution that provides proactive, dynamic, and relevant tax planning advice that helps you navigate a complex landscape. Nearly every financial decision you make has a tax consequence. Yet, a lot of CPA and financial services firms do not provide tangible guidance in this area. Avere prepares current year income tax projections to give you a preview of your tax liability for the year. We will work with you to identify opportunities to reduce your taxable income. For those in corporate America this means ensuring you are maximizing employer benefit plans (e.g., 401(k), deferred compensation, health savings accounts, and etc) to reduce taxable income. We can also develop a strategy to exercise stock options and/or restricted stock. Avere also helps you think strategically about your itemized deductions. For example, we can develop a charitable giving strategy with/without the use of a Donor Advised Fund. Once we complete your tax planning for the year, we can take the next step and prepare your income tax return. Avere is your total tax planning and tax preparation solution. Show less

Vice President

• Jan 2017 - Aug 2021

Account Manager

• Apr 2010 - Aug 2021

Graduate Research Assistant, Risk Management & Insurance Dept.

• Jan 2010 - May 2010

Explored professional liability coverage for fee-only financial advisors that determine suitability along with exposing potential areas of risk.

Graduate Research Assistant for The Alonzo A. Crim Center for Urban Educational Excellence

• Jan 2009 - Jan 2010

Conducted organizational needs assessment interviews and Web-based research matching potential funding opportunities consistent with program goals, objectives, and strategic priorities. Wrote grant proposals (100% success rate) securing vital public and private funding for a diversified portfolio of grants.

Risk Analyst

• Aug 2007 - May 2008

Known for reimagining business and financial strategies to outperform, outpace, and outshine competitors in emerging markets. Let customer behavior dictate offerings aligning client goals with GMAC products and services intensifying customer relationships and profitability. Known for reimagining business and financial strategies to outperform, outpace, and outshine competitors in emerging markets. Let customer behavior dictate offerings aligning client goals with GMAC products and services intensifying customer relationships and profitability.

Business Analyst for Start-Up

• Aug 2006 - Aug 2007

Set the strategic direction on business and marketing plan development reinforcing customer relationships that saw a 32% increase in sales in a 6-month period. Drove brand awareness and rapid business growth as a champion of target marketing and innovation. Set the strategic direction on business and marketing plan development reinforcing customer relationships that saw a 32% increase in sales in a 6-month period. Drove brand awareness and rapid business growth as a champion of target marketing and innovation.