Director of Tax, Trust, and Estate Planning, Co-Head of Wealth Advisory.
Wayne is in charge of GLR Partners’ Tax, Trust, and Estate solutions, along with being Co-Head of Wealth Advisory. Wayne has extensive experience in areas of tax and estate planning, having run his own tax practice, WTL Financial Services, for 21 years. Previously, he was an advisor at two leading global wealth management firms where he advised high-net-worth clients in the areas of retirement planning, wealth preservation, tax-efficient strategies, and generational wealth transfer structures. Wayne has a BS in Taxation, and Tax and Economics from the University of Delaware. He is a Chartered Financial Analyst, a well as a Certified Financial Planner™. Wayne enjoys playing guitar and spending time in a leadership role at his church.
An EA (Enrolled Agent) is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses, including 6 hours of ethics every three years.
Team
When you partner with us, you don’t just get a Financial Advisor, you get an entire firm dedicated to growing and preserving your family’s legacy. Our team has a deep commitment to our clients and to each other.
