I work with business owners and families who want clarity around their financial decisions — especially when complexity, growth, or transition is involved.

My focus is helping people: • Coordinate business and personal finances

• Prepare for major transitions (growth, exit, succession, retirement)

• Protect what they’ve built and plan intentionally for the next chapter

Before entering financial planning, I spent years as an educator. That background still shapes my work today — I believe the best financial decisions come from understanding, not pressure. Every conversation is education-first, collaborative, and built around long-term thinking.

My practice is guided by five principles: partnership, authenticity, stewardship, empowerment, and legacy-mindedness.

Outside of work, I’m a husband and father, a lifelong musician, and someone deeply invested in community and shared experiences.

If you’re a business owner or family navigating growth, complexity, or long-term planning — I’m always open to a thoughtful conversation.