What I Do

I provide comprehensive, tax-efficient financial planning and investment management designed to help clients grow, preserve, and transfer wealth with confidence and clarity. My approach goes beyond traditional investment advice—I integrate ongoing tax strategy, retirement income planning, and personalized portfolio management to ensure every part of your financial life works together efficiently. Whether it’s optimizing your investment mix, minimizing taxes, or creating a lasting legacy for future generations, my goal is to provide a clear, strategic path toward your long-term financial success. 

Who I Work With

In or Near Retirement – Seeking income planning, tax optimization, and legacy strategies to ensure a confident transition into retirement.

Oil & Gas Professionals – Including engineers, executives, and field employees navigating complex compensation structures, company stock plans, and cyclical income patterns unique to the energy industry.

Small Business Owners – Looking to align personal and business finances through integrated planning, tax-efficient growth strategies, and retirement plan design.

What You Can Expect

I founded my firm to offer a truly independent and personalized advisory experience. My goal is to provide objective, transparent guidance—free from corporate sales pressures—so every recommendation is made with your best interests in mind. By blending personalized financial planning with long-term investment management, I help clients make smarter financial decisions that compound over time.