As a Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA), I bring a tax‑focused perspective to every stage of the financial planning process. I work to simplify complex decisions, uncover opportunities, and help clients keep more of what they earn. I focus on serving small business owners—supporting them as they grow, navigate transitions, and prepare for the future. This inc
ludes tax‑efficient strategies, key person and buy/sell planning, risk management, succession and exit planning, and other approaches designed to strengthen and protect a business at every stage. I also focus on working with physicians, dentists, and other medical professionals, helping them address the financial considerations that come with demanding careers. While these are my primary focus areas, I welcome anyone who is looking for thoughtful, comprehensive financial guidance. Whether meeting in person or virtually, I partner with clients across the country on tax and estate strategies, retirement planning, investment guidance, risk management, business continuity, and long‑term wealth preservation. My mission is to help you feel confident, supported, and in control of your financial future—so you can focus on the work and people who matter most. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
