Richelle is a Partner in the Private Client group. She has over 20 years of experience providing income, estate and gift tax planning, consulting services, and tax compliance. Her clients include high net worth individuals, trusts and estates, and private foundations.
Richelle’s areas of expertise include tax planning and compliance for high net worth individuals and fiduciaries. As a result of her high level of personal service and accessibility, Richelle develops strong relationships with her clients and advises them on tax planning, compliance and consulting, trust, estate and gift matters, and philanthropic planning. She works closely with other advisors to ensure that planning strategies are streamlined, implemented and consistent with her clients’ financial goals.
Richelle has significant experience working with non-traditional families including same sex and unmarried couples. She has consulted with many LGBT individuals to help them understand the tax implications and opportunities inherent in navigating the complex and rapidly changing tax landscape of estate, gift and income tax planning in this area.
Richelle is an Accredited Estate Planner®. She is a graduate of Bentley University with a Bachelor of Science in Accountancy and a Master of Science in Taxation. She also holds a Certificate in Personal Financial Planning from Bentley University.
Boston Estate Planning Council – Treasurer, Committee Chair and past Board Member
The Boston Foundation's Professional Advisors Network Member
MCLE Estate Planning Basics Faculty Member 2012-2018
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
Adoptions with Love Inc. – Finance Committee Member