I started my career at Ernst & Young LLP as an external auditor in the NYC Financial Services Office's Capital Markets segment (including a 15-month secondment to EY's London FSO). I've spent nearly two decades working as a financial consultant to businesses in various industries--a majority of that time has been in the financial services space. I now draw upon those professional and personal experiences to help clients address their unique financial concerns. My company, Mercer Street, offers personal financial planning services to individuals, families, trusts and estates, as well as business and tax consulting services on an advice-only hourly basis. Specialization in advanced tax planning with a focus on business owners, international professionals, and college-bound families.
I call Houston home, but so long as you have a device that can connect to the internet, we are not bound by geography.