I hold a B.S. degree in Business - Marketing from the University of Illinois, along with certifications in both Taxation of Business Entities and Specialization in U.S. Federal Taxation, also from the University of Illinois. Additionally, I earned certification in Foundational Finance for Strategic Decision Making from the University of Michigan. My background includes experience and previous licensure in both Real Estate and Life & Health Insurance, further enriching my ability to serve clients across diverse industries.
As the son of a coach and a member of a family of educators, I developed a deep appreciation for preparation, strategy, and lifelong learning. Guided by the motto, "Plan Your Play and Play Your Plan," I am dedicated to helping clients turn their dreams into reality. By listening, strategizing, and implementing tailored solutions, I aim to build lasting relationships and empower success through thoughtful planning and execution.
Licensing & Credentials
Services Offered
Tax Specialties
