Taylor joined the firm in 2014 and specializes in client relations. She works closely with advisors to service clients’ day to day needs. Education & Credentials BS, Clemson University, International Business Management
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Uliana joined the firm in 2018 as a Senior Advisor Associate. Uliana works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Planning Specialist at Coastal Bridge Advisors Portfolio Analyst at Coastal Bridge Advisors Client Service Associate at Coastal Bridge Advisors Education & Credentials BS, University of Connecticut – Stamford, Business, Financial Management Certified Financial Planner™ Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards…
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Prior to joining the firm in 2018, Rich’s legal practice was focused on estate and tax planning, long term care planning, and estate and trust administration. At Wealthspire Advisors, he advises clients on their estate and tax planning needs, identifying possible strategies to transfer wealth efficiently and protect assets. Because of his background, Rich acts as the client’s estate planning consultant, translating complex legal documents like Wills and trusts so the client understands what the document achieves. He works with a client’s estate planning attorney to simplify the process for both the client and the client’s attorney. He also oversees…
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Prior to joining the firm in 2014, Nicole’s legal practice was focused on estate and tax planning, fiduciary trust law and non-profit law. In her current role, she draws on this experience to advise individuals and families in a variety of areas, including complex estate and tax planning, special needs and special education planning, and charitable planning. In addition, she oversees the administration of trusts when a firm principal acts as individual trustee. Nicole’s approach to estate and tax planning combines technical expertise with practicality, an ability to communicate complicated concepts in an understandable way, and a passion for helping…
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Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive financial and investment strategy. Gail has also held senior leadership positions in wealth management with U.S. Trust, Merrill Lynch, William Blair & Company and a large single-family office where she worked with high net worth and ultra-high net worth clients to assess, develop and implement wealth management plans. After graduating Oregon State University with a bachelor’s degree, Gail served as an officer in the U.S. Navy, followed by nine years of experience as a…
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Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other problems. Given this background, much of his work is for other attorneys, as well as clients with family businesses, special education/special needs issues, and complex estate planning structures. Michael is a frequent author and speaker on his topics of expertise. He has been featured in numerous national media publications and has appeared as a guest on nationally syndicated radio shows. He has authored or edited treatises such as Settlement of Estates in Connecticut and Illinois Estate Planning, and articles such…
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