An MBA and JD, I presently manage an investment team of three in marketing and advising for a fee-based, 40-stock portfolio with an all-cap value profile. Also a licensed, active Georgia attorney, I provide complex tax, insurance and estate planning using Irrevocable Life Insurance Trusts (ILITs), and other strategies, to assist tax planning for our clients.
As I am quite experienced,I am a strong tutor of finance, but I also provide tutoring regarding the LSAT, GMAT, and other high school and college work.
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