I help builders plan their financial future. People who are focused on growing their business, careers, and wealth – as well as commonly their families, networks, and passions. By simplifying complex financial problems such as exiting a business, building a private practice, or the intricacies ...more

I help builders plan their financial future. People who are focused on growing their business, careers, and wealth – as well as commonly their families, networks, and passions. By simplifying complex financial problems such as exiting a business, building a private practice, or the intricacies associated with extensive equity compensation, I provide individuals with the freedom to focus on what’s most important.less