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Upstate Legacy Planning Group Specializes in Tax-Efficient, Multi-Generational Legacy Planning

You’ve laid the groundwork to meet your financial goals and found great personal and professional success in life. Our entrepreneurial, executive, and legal backgrounds bring immediate value to clients with complex, diverse multigenerational planning needs. Together we steward your wealth.

Meet Our Team

Financial representatives do not render legal or tax advice. Consult with a legal or tax professional for advice that is specific to your situations.

When Working Together, We Hope You’ll Find Us to Be:


We care about you and your needs by making observations, asking questions and sharing recommendations. Our “abundance mentality” allows us to be generous with our team and our time building relationships intended to serve you and your loved ones for multiple generations. We care enough to tell you what you need to hear, not what we think you may want to hear.


Our business model is based on working well with others, and we have a strong track record of doing so. By taking a caring and collaborative approach with you and your other trusted advisors—coupled with our vast knowledge and experience—we identify the most creative and applicable recommendations for you, your loved ones and your businesses. This is especially true for clients that take a multi-generational approach to planning with legacy/charitable goals in mind.


Our practice and our entire team are committed to continued learning. In order to best serve you and maintain our fiduciary obligation to you, we must remain current with any new laws, regulations, opportunities and market dynamics.