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After many decades as an advisor to high-net-worth families and individuals, Conrad still finds it thrilling each time he helps a client successfully navigate the complex world of wealth management, taxes and estate planning.

Quite often, Conrad starts working with a client to address a specific issue, concern, or transition. From there, the relationship often deepens and broadens over time. It is especially during times of major change – when it’s difficult (if not impossible) to think strategically about finances – that Conrad’s counsel is of most value.

In addition to doing what is best for his clients, Conrad is a firm believer in the power of community and entrepreneurial thinking. He is a long-time member of the Board of Trustees of Ashesi University Foundation (Ghana), which is educating and inspiring a new generation of ethical and entrepreneurial leaders in Africa to transform their continent.

Conrad is a Certified Public Accountant and has an MBA from the University of Michigan. He also holds a B.A. in Economics and East Asian Studies from St. Olaf College.