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Financial Planner, Enrolled Agent, MBA
I help pre and post retirees create tax efficient wealth and income.
I specialize in tax minimization and tax-efficient income planning. I provide comprehensive services integrating investments, income, taxes, and estate planning into a tax-efficient and strategic plan. As an enrolled agent, the highest IRS credential for tax practice, I have an in-depth understanding of tax implications on client's investments and income. Prior to providing financial services, I served 4 years in the Marines and 3 tours in Iraq. After the military, I owned a variety of businesses and received a BA in global financial management and MBA from the University of Southern California.
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Profile last updated: 04/15/2026
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