Law School

University of Missouri School of Law

Graduation Year

1988

States Barred

Missouri

Current City

St Louis, Missouri

Areas of Practice

  • Business (transactional)
  • Securities
  • Tax Law

Overview

I have unique experience.    I have personally represented primarily privately held businesses and tech start-ups, helping them find strategic solutions, from start-up through financing and growth through to succession or sale, as well as resolve complex ERISA, tax, and employee benefits matters.  I have represented or consulted with over 500 businesses and guided M&A and succession transactions from small business to over $500 million in value, on both the buy and sell side.  I regularly represent and mentor scalable startups from ideation through funding.

As part of my journey, for over 13 years I successfully conceived, developed, and brought to market innovative financial solutions and strategies, in particular, related to retirement, employer-sponsored plans, and business owner financial planning.  I also consulted with hundreds of business owners, helping them identify their needs, goals, and the range of solutions beyond financial products.  My combination of experience led me to appreciate even more how the strategic, economic goals must inform and guide technical implementation, and how legal, accounting, financial, and strategic guidance work together.


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