Tax Planning, Partner, Wealth Advisory Team
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Gerry brings 25 years of tax experience gained at public accounting firms KPMG and Deloitte, investment banks Lazard and Sociiete Generale and most recently San Francisco tax law firm Moskowitz LLP. Gerry is an Enrolled Agent (EA) the premier tax accreditation recognized by the IRS. Areas of special interest include estate planning strategies, retirement planning, real estate tax minimization and US reporting of assets held overseas.

Making an Impact

Gerry supports the Northern California chapter of the Cystic Fibrosis Foundation after the genetic condition took a beloved brother and sister at a young age.

A Secret About Gerry

Growing up in Belfast, Ireland, Gerry was an All-Ireland Irish Dance Champion at the tender age of 14 - (think Riverdance) - although weekends are now devoted to the much more gentler pursuit of getting thrown off his surfboard by a 3-footer at Bolinas beach in Marin county..

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