Founder and Partner
About Cedrus
Cedrus helps high-capacity families achieve contentment by offering expertise in four key areas:
01. Articulating Family Goals and Visions
Cedrus Family Business Plan: Capital, Life, and Family – Integrated
02. Safety, Direction, and Wise Counsel
Cedrus has over 100 years of combined experience in the areas of small business ownership, corporate management, and wealth preservation
03. Transparency and Accountability of your Advisors
Cedrus believes best execution starts with transparency. We coordinate with your family advisors on all family decisions in an effort to create collaborative strategies
04. Innovative Wealth Strategies
Cedrus brings cutting edge wealth management strategies to our clients. Wall St. has changed and will continue to change. New concepts are now available to families seeking to preserve wealth, minimize taxes, and fund goals
The Leadership Team
Chief Financial Officer
Partner
Chief Operations Officer and Partner
Partner
Vice President of Development
Vice President of Client Services
Financial Advisor
