Advisory services
Devin works with founders, executives, employees and families who need more than a generic plan. She brings a tax-lawyer's precision, a Wall Street compensation specialist's experience, and an advisor's long-term view to the decisions that matter.
A coordinated view of cash flow, investments, tax, risk and family goals — so decisions in one area stop quietly undermining another.
Portfolio construction aligned to your timeline, liquidity needs and concentrated risks, with ongoing monitoring and rebalancing through the Ameriprise platform.
Marriage, education, career changes, caregiving, sale of a business, retirement, emergency planning — wealth planning for the moments money and life collide.
Stock options, RSUs, restricted stock, ESPP, 83(b) elections, vesting schedules and exercise strategy — translated into a calendar of decisions and tax-aware outcomes.
For founders, early employees and executives approaching a liquidity event: lockup planning, tax timing, diversification, 10b5-1 plans and the post-IPO wealth architecture.
Living with a large single-stock position requires more than patience. We build around collar strategies, exchange funds, charitable and trust structures, and systematic sale plans.
Negotiating compensation, investing with confidence, divorce and widow transitions, and building financial autonomy at every stage of life.
Trust structures, lifetime gifting, generation-skipping strategies and business-succession planning — built to preserve family wealth and intent.
A former tax attorney's lens on current and future tax exposure, from exercise timing and Roth conversions to basis step-up and trust income taxation.
Most clients come in with one question — equity, a sale, a transition — and find the plan needs to address far more. Start with a conversation.