I specialize in helping business owners and individuals navigate the complexities of financial and business decision-making. My expertise includes investment planning, tax-conscious strategies, and connecting clients with trusted legal professionals when needed. I take a consultative approach, helping clients make confident, well-informed decisions that align with both their short-term needs and long-term goals.

What truly differentiates my approach is that I align my advice with my own actions. I actively invest in businesses, real estate, stocks, and bonds, ensuring my recommendations are grounded in firsthand experience. Clients often rely on me as a trusted consultant not only for investments, but for major life and business decisions—helping them evaluate opportunities, manage risk, and avoid common financial pitfalls.

Outside of work, I value time with my family and enjoy being outdoors whenever possible. You’ll often find me on the golf course, where I appreciate the strategy, discipline, and patience the game requires—qualities that carry over directly into how I approach investing and client relationships.