Company Description

I’m here to make your wealth less “taxing” (pun intended!).
Managing wealth without managing taxes? That’s like trying to run a marathon with one leg tied—painful and ultimately unproductive.

As a Chartered Financial Analyst®, Personal Financial Specialist™, and Certified Public Accountant with a Master’s in Finance, I’ve got the credentials and know-how to handle both sides of your financial picture.

I want to help your investments grow and ensure Uncle Sam’s cut doesn’t grow alongside them.

Let’s navigate the complexities of wealth and taxes together, keeping more of your hard-earned money where it belongs—in your pocket.

Products & Services

personalized investment management ,   Estate Planning ,   Retirement Planning ,   Wealth Management ,   Investment Advisory ,   in-house tax preparation ,   CPA ,   Tax Planning