Stop Letting Taxes and Market Swings Sabotage Your Wealth.
Discover Smarter, Tax-Efficient Strategies to Grow and Protect Your Wealth
You Deserve a Guide Who Understands What’s at Stake
Hi, I’m Shawn — a former California Highway Patrol officer turned financial advisor.
Service has always been at the heart of who I am. From helping friends and my church community to serving 14 years with the CHP, I’ve always found purpose in supporting others. Today, I bring that same commitment to my work as a financial advisor based in Boise and Nampa, Idaho — helping families and business owners navigate their financial journey with clarity and confidence.
I take a different approach to wealth management — blending thoughtful, tax-efficient strategies with endowment-style investing to help clients reduce volatility, pursue meaningful growth, and preserve more of what they’ve built.
A Clear Path to Building and Protecting Your Wealth
Financial clarity shouldn’t feel overwhelming. Here’s how we’ll keep it simple:
We begin with a real conversation.
No assumptions. No sales pitch. Just thoughtful listening 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 1: Discovery
We create and launch your investment strategy.
Your personalized roadmap to grow and protect wealth with confidence.
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 2: Strategy and Implementation
Your strategy evolves with you.
As your life and the markets change, we adapt together.
Proactive reviews to stay aligned with your goals
Ongoing retirement planning and tax optimization
A dedicated financial advisor you can count on
Step 3: Ongoing Partnership
Your journey to a more confident, tax-efficient financial future starts here.
What’s at Stake If You Delay Your Financial Plan?
Without a plan, taxes and market volatility may quietly erode your wealth, while valuable opportunities slip away.
Strategies Designed for Your Life, Your Goals, and Your Legacy
Explore personalized strategies for tax-efficient investing, alternative assets, and retirement planning — built to support your goals at every stage.
Invest with purpose — and keep more of what you earn.
As a wealth advisor, I specialize in helping high-income earners, real estate investors, and business owners grow and preserve wealth through smart, tax-efficient strategies.
Reduce capital gains through 1031 Exchanges and Opportunity Zones
Strategically fund the three tax buckets (taxable, tax-deferred, and tax-free)
Align your investments to support long-term, after-tax growth
Tax-Efficient Wealth Management
Go beyond stocks and bonds — without going it alone.
Alternative investments aren’t just for institutions anymore. I help clients access vetted private market opportunities to diversify, reduce volatility, and enhance returns.
Real estate-backed strategies and passive income options
Access to private credit, private equity, and structured notes
Endowment-style diversification built for today’s market
Alternative Investment Strategies
Make work optional — and your legacy intentional.
Whether you’re nearing retirement or planning ahead, I’ll help you build a strategy that minimizes taxes and supports long-term financial confidence.
Optimize retirement contributions (Solo 401k, SEP IRA, Roth conversion)
Create predictable, tax-smart retirement income
Plan your legacy with confidence and clarity
Retirement & Legacy Planning
Together, we’ll minimize taxes, protect your lifestyle, and build a future you can approach with true confidence.
"Plan for the future because that's where you are going to spend the rest of your life."
-Mark Twain
You Deserve a Financial Plan That Works as Hard as You Do
You’ve worked hard to build your success — now let’s protect it and grow it with a plan built on tax efficiency, resilience, and long-term vision.
No pressure. Just a conversation about what’s possible for your financial future.