I work at the intersection of tax, exit, and wealth strategy, helping business owners create clarity when things feel tangled. This is especially true when they're paying too much in taxes, unsure how (or when) they’ll exit, or worried one unexpected event could undo everything they've built.

The strength I bring to clients is the ability to see the map when others see a maze. From childhood to now, I’ve been drawn to exploring paths and possibilities, choosing not just the fastest route but the most aligned one. That instinct fuels my work today: walking alongside owners to create clear, actionable plans that protect their progress and open doors to what’s next.

Together, we reduce tax stress, design exit strategies with intention, and build wealth that supports what matters most—without the overwhelm. My goal isn’t just to solve a problem; it’s to offer options, spark confidence, and help business owners step into decisions they feel good about.

I’ve spent over 15 years doing this work, and I never stop learning. I’m a speaker who loves blending strategy with storytelling, a Type 1 diabetic for over 40 years, and an explorer at heart—I’ve been to 49 states and counting. That same curiosity and resilience shows up in how I support clients: with strategy, clarity, and care.

We support small business owners—solopreneurs, family-run businesses, nonprofits, and teams up to 30 employees, who are ready to build wealth with purpose and plan their exit with peace of mind.

We also collaborate with accountants, attorneys, business brokers, M&A firms, CFOs, financial pros, consultants, and coaches to bring powerful plans to life for their clients.

Imagine if your business truly fueled your freedom. What would it feel like to have a clear path forward—free from stress—with tax and exit strategies working for you, not against you?

👉 Let’s map it out.