Helping individuals and families minimize their taxes and maximize their financial potential.
Total Financial Life Management
Welcome!  I educate, guide and council my clients towards optimal financial outcomes.  I help them get organized, identify their lost opportunity costs, and redeploy the "found money" in pursuit of their full financial potential.
About Me
Personal CFO
CFS
After 14 years working in financial services as a product wholesaler, I had the pleasure of learning from a number of incredible professionals who put their clients first. Unfortunately, I also witnessed a fair amount of the opposite. I witnessed all the ways that companies, and company representatives would put their thumb on the scale to influence client decisions in a way that was not in the client's best interest. I developed convictions around the right way to do things. A client centered, education oriented, ethical, repeatable, rules based process.
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In my free time, I enjoy being with friends and family, traveling, and going to restaurants. I live an active lifestyle, love working out, and training Brazilian jiu-jitsu
Why is Money Important to you?
Money is the ultimate force multiplier.  No matter your goals, objectives, or desires, money, purposefully deployed, can help you achieve the things in your life that are important to YOU!
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