Planning + Strategies

I practice in the areas of estate planning, probate, asset protection, and small business planning.  I emphasize making a difficult and bewildering process as enjoyable as it can be for my clients.  I always try to provide “more for less” for my clients.  I have 25 years of experience in advising a wide array of clients ranging from individuals with a net worth of $20 million to young couples with small children and everyone in between. I also advise small business owners, professional athletes, and any other individual with a unique situation.

Professional highlights

  • One of Cincinnati Magazine’s Top Wealth Managers in 2009, 2010, 2012, and 2013
  • Frequent guest on WVXU’s “On the Money hosted by Chris DeSimio” over 15 years.
  • Host of the Jay Brinker Tax Institute from 1995-2003
  • Co-host of the Brinker-Gill Tax Institute in 2004.
  • Member of the Estate Planning Committee of the Cincinnati Bar Association.
  • Member of Planned Giving Committee of The Ronald McDonald House.
  • Member of the Annual Giving Campaign of the Seven Hills School
  • 1987 graduate of the University of Notre Dame Law School, cum laude.
  • 1984 graduate of University of Cincinnati, summa cum laude.
  • Admitted to practice in Ohio.

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