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Financial Planning for a Life of Purpose and Prosperity

Purposeful Wealth Planning for High-Net-Worth Individuals and Families

Financial Planning Tailored to Who You Are and Where You’re Headed

Whether you’re starting from scratch or trying to make sense of a plan you built years ago, financial planning is about creating clarity in a complex world. I work with real estate investors, entrepreneurs, and high-income earners to organize their financial life, minimize taxes, and create a strategy that evolves as you do. If you're wondering whether you’re on track—or what’s possible beyond your current plan—this page is for you.

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My Approach: Strategic Financial Planning with a Heart for Service

I don’t believe in handing you a cookie-cutter financial plan and calling it a day. True financial planning should reflect your values, lifestyle, and long-term vision—not just your account balances. As a fiduciary advisor, my role isn’t to dictate decisions, but to walk alongside you as a trusted guide—helping you steward your wealth with wisdom and purpose. With a heart for service and a strategy-first approach, I design personalized financial plans that adapt as life changes, your business grows, and your goals evolve.

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A Clear, Tax-Efficient Path to Building and Protecting Your Wealth

Financial clarity doesn’t have to feel overwhelming. Here’s how we make it simple and strategic.

Step 1: Discovery

Hiker on a mountain peak using a headlamp to light the path ahead, symbolizing financial discovery and goal clarity

We begin with a real conversation to understand what matters most to you.

  • Learn your goals, financial priorities, and retirement timeline

  • Clarify your risk tolerance and income needs

  • Identify tax planning opportunities and hidden inefficiencies

Step 2: Strategy and Implementation

Chess board with fallen king, representing the importance of strategy in building a resilient financial plan

We create and launch your personalized roadmap to grow and protect your wealth.

  • Blend market exposure with alternative investments

  • Use endowment-style diversification to reduce volatility

  • Build a tax-efficient investment plan across all three tax buckets

Step 3: Ongoing Partnership

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Your strategy evolves with you—through life, markets, and milestones.

  • Proactive reviews to stay aligned with your goals

  • Ongoing retirement planning and tax optimization

  • A dedicated financial advisor you can count on

Strategies Designed for Your Life, Your Goals, and Your Legacy

Explore personalized strategies for tax-efficient investing, alternative assets, and retirement planning — designed to support your goals at every stage.

Tax-Efficient Wealth Management

Invest with purpose—and keep more of what you earn.
Tax-smart strategies designed to grow and protect wealth for high-income earners and real estate investors.

  • 1031 Exchanges & Opportunity Zones

  • Smart funding across all three tax buckets

  • After-tax growth aligned with your goals

Alternative Investment Strategies

Go beyond stocks and bonds—without going it alone.
Access vetted private market opportunities to diversify, reduce volatility, and support income.

  • Real estate-backed passive income

  • Private credit, private equity, and structured notes

  • Endowment-style diversification

Retirement & Legacy Planning

Make work optional—and your legacy intentional.
Plan for income, minimize taxes, and protect what you’ve built—for yourself and future generations.

  • Roth conversions and Solo 401(k) strategies

  • Predictable retirement income

  • Clear, intentional legacy planning

Together, we’ll strive to minimize taxes, protect your lifestyle, and build a future you can approach with true confidence.