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I provide fee-only fiduciary advice - I help families replace financial stress with a clear, actionable roadmap for retirement.

Wealth management, financial planning, advanced tax strategies, & tax prep. A one-stop shop for retirees, biz owners, HNW families, & professionals.

I help Kansas City business owners and professionals plan for succession, business sales, and retirement with clarity and strategy.

Combining investment management and tax planning to help clients build and preserve long-term wealth.

I help busy professionals navigate complex compensation, business sales, inheritance, and retirement planning with clarity and confidence.

Our clients don't tip the IRS!

I help entrepreneurs untangle the 401k world, and provide high quality retirement plans to their employees.

I help families and business owners simplify finances and build long-term wealth through disciplined planning.

I help high earners maximize workplace savings plans

Tax-aware CPA advice without the typical "tax-only" tunnel vision. Helping clients understand the true economics of their financial decisions.

I manage the finances for a group of successful families, retirees, and business owners in the San Francisco Bay Area & Silicon Valley.