Relationship-first advisor. I act as your Family CFO—coordinating taxes, legal, investments, and life timing into one clear plan. I’m known for calm problem-solving, clean visuals (no jargon), and relentless follow-through with your CPA/attorney team. I love helping builders diversify wisely, ...more

Relationship-first advisor. I act as your Family CFO—coordinating taxes, legal, investments, and life timing into one clear plan. I’m known for calm problem-solving, clean visuals (no jargon), and relentless follow-through with your CPA/attorney team. I love helping builders diversify wisely, guiding values-driven families through transitions, and simplifying/protecting estates.less