Investing is complicated. Even more so when you try to balance retirement, a new car, the kid's college education and that vacation you've been dreaming about... All in a tax efficient way.

Together, we will help you get organized, create a personalized long-term strategy and guide you on your journey, so you can accomplish your financial goals. We focus on tailored solutions to help you grow and protect your wealth by using tax minimization strategies, so you keep more of what you've earned.

I received my undergraduate in mechanical engineering from TCU and started working as an engineer and project manager for Parker Aerospace. During my time at Parker, I earned two master's degrees and found my true passion for helping individuals, families and small businesses with:

Retirement Saving Strategies

Business Exit Planning

Education Savings

Cash Management Solutions

Tax-advantaged Investments

My Branch Office Administrator, Shabnam Kavousi, moved to the United State from Iran in 2016 with her husband and daughter to build a better future together and are happily living in Orange County. Shabnam joined the firm in 2019 and has an undergraduate degree in math and computer science from Tehran University. Their daughter is currently studying at Boston University with a double major in biology and philosophy and is also working towards a master's in biology.