I specialize in connecting business owners, motivated professionals, and families with trusted experts in legal, tax, and business services to help navigate their most important financial decisions. Through these relationships and the resources of WestPac Wealth Partners, I provide guidance on ...more

I specialize in connecting business owners, motivated professionals, and families with trusted experts in legal, tax, and business services to help navigate their most important financial decisions. Through these relationships and the resources of WestPac Wealth Partners, I provide guidance on business planning, equity compensation, investments, and tax strategies to build clarity and drive meaningful financial progress. Whether you’re a client or part of my wider network, I am a resource you can count on to connect you with the right professionals who will help align your financial world and unlock new opportunities.less