I’m a Certified Tax Advisor with an MBA and Series 65 Financial Advisor license—specializing in helping business owners and entrepreneurs reduce tax liabilities, protect profits, grow their business and build long-term wealth.

What sets my work apart is a multidisciplinary approach that integrates tax strategy, business operations, and financial planning— bridging gaps most advisors and CPAs overlook.

Having built and scaled multiple companies, raised venture capital, and led operations, finance, and business development across industries, I bring firsthand insight into the challenges founders and business owners face. I launched this practice after growing frustrated with the reactive, once-a-year tax model—and hearing the same from countless business owners.

This isn’t just about filing taxes. It’s about ongoing planning, smart entity structuring, and year-round, proactive tailored strategies designed around your unique goals. I take the time to understand your business, uncover potential blind spots, and provide clear, actionable guidance to help you keep more of what you earn— and move forward with confidence.