I’ve sat where you Sit
Now I help people like you keep more of what they’ve built.
Before I became a financial services professional, I spent years in high-tech — working closely with executives, business owners, and senior leaders as a trusted partner on complex decisions. That background shapes everything about how I work with clients today.
The problem with most financial advice
Most advisors learned finance from textbooks. They’ve never navigated a corporate structure, wrestled with retained earnings, or sat in rooms where the decisions were genuinely complicated.
That gap shows up in the advice. Missed tax opportunities. Strategies that look fine on paper but don’t reflect how a real business works. Conversations where you spend more time explaining your situation than getting useful input.
You’ve worked too hard to settle for that.
Here's what makes this different.
I understand how you think.
Years working alongside executives and business owners in high-tech taught me how sophisticated people evaluate risk, make decisions, and decide who to trust. I don't need a primer on your world.
I go where most advisors won't.
Corporate-owned life insurance, capital dividend accounts, retained earnings strategies, estate transfer — and the investment planning that ties it all together. The complex end of the table is where I'm most useful.
I work with intention.
I believe the work of building and protecting wealth is meaningful — it creates stability for families, freedom for business owners, and a legacy worth passing on. That conviction is in everything I do.
I didn't start in finance. That's the point.
I spent the early part of my career in high-tech — first as a developer, then in client-facing leadership roles working closely with executives, CFOs, and business owners across a range of organizations. My job was to understand their problems deeply and help them navigate decisions that mattered. That's still my job today.
When I moved into financial services, I brought that world with me. My clients are incorporated professionals, business owners, and high-income households — people who've built something real and want to know the person helping them protect and grow it actually understands what they're navigating.
My work spans corporate-owned insurance, tax-efficient wealth strategies, investment planning, retirement, and estate transfer. But more than any credential, what I bring is context. I've been in the rooms where your kinds of decisions get made. That changes the conversation.
I do this work because I believe what you build matters. For your family, your community, and beyond. I bring that conviction to every client relationship.
Who I work with
You've built something. Let's make sure it works as hard as you do.
Business Owners
Entrepreneurs and business owners planning for growth, protection, and eventual exit.
Your business is likely your biggest asset and your biggest risk. I help business owners use corporate-owned insurance to protect what they’ve built, create tax-efficient wealth inside the corporation, put retained earnings to work, and plan for what happens when they eventually step away.
Incorporated Professionals
Doctors, dentists, lawyers, engineers, consultants and other incorporated professionals
You’ve structured your practice for tax efficiency or you should have. I work with incorporated professionals to make sure your corporate structure, retained earnings, insurance strategy, and investment approach are all pulling in the same direction. Most don’t realize how much is being left on the table until we look.
Families planning for legacy
Senior employees, executives, and high-income earners.
High income creates high complexity. Investment decisions, insurance gaps, retirement strategy, disability protection the details matter more as the numbers get bigger. I work with senior professionals who want someone who can keep up.
From corporate insurance strategy to investment planning and estate transfer, I work across the full financial picture — so nothing falls through the cracks between advisors.
How I Work
No pitch. No pressure. Just a real conversation first.
Most people come to me because someone they trust referred them. They usually arrive with one or two specific questions — and a few things they’ve never quite gotten around to addressing. That’s a perfectly fine place to start.
STEP 1
We talk first. A 30-minute conversation to understand where you are, what you’re trying to protect or build, and whether I’m the right person to help. No cost, no obligation, no deck.
STEP 2
I do my homework. If it makes sense to work together, I’ll review your current situation and come back with a clear picture of what’s working, what isn’t, and what the opportunity looks like.
STEP 3
You decide. I’ll show you what I’d recommend and why. You’re always in control of what happens next.