IDEAS

Throughout my career I have been fortunate to receive essential guidance and mentorship from business leaders in a wide variety of fields. Early on, one trusted mentor offered me some particularly sage advice. He said, “Remember to say no to the good ideas so you will have time for the great ones.” I have always tried to live by this ideal—and I joined the Ashton Group in part because they share the same philosophy.

Our objective is to only work with clients for whom we can accomplish great things. We never waste time on small, generic strategies. Instead, we focus on presenting you with a single, novel idea that we have determined through extensive research to be a perfect fit for your situation and goals. You can trust that we will never offer you anything less.

UNDERSTANDING

I bring my clients both a business and a personal understanding of the importance of family and estate planning. My father owned one of the largest auto dealerships in the Midwest, and if he had been more aware of specialized tax mitigation and financial options, my family could have avoided many of the financial and personal ramifications that we struggled with during and after his estate transfer.

Today I possess a deep understanding of the complexity involved in estate preservation at this level. I also know that these issues are about much more than money—they involve real families and very intense emotions. Because of my experience, I know that protecting and transferring your assets is both a critically important and extremely personal process. This is why I work with such dedication to communicate the available options, and make them work hard to meet your family’s needs and goals.

OPPORTUNITY

One of the most important skills I have learned and refined over the years is the ability to sense which of the many business problems I see are actually large opportunities waiting to be uncovered. This skill is part knowledge, part experience, part instinct —and it is a quality I share with all of my clients’ trusted tax and legal advisors. Few things are more rewarding to me than collaborating with other professionals on one of these rare financial opportunities. Using our combined expertise, intuition and creativity we are then able to achieve great success for our valued clients.