With over 12 years of experience helping entrepreneurs increase profits and reduce taxes, I am committed to guiding you toward financial freedom. My background in taxation and investments allows me to craft strategies that minimize tax burdens and optimize income. With a Master's Degree in Taxation and a Securities license, I provide the expertise needed to help you navigate your path to wealth.
My 18-year Navy career, including deployments across multiple seas and oceans, honed my ability to strategize both in the long term and under pressure. These battle-tested skills now shape my approach to business, helping entrepreneurs think outside the box while working within a structured system. I believe in the power of financial planning and offer free resources on my website, www.jeep-dadllc.com, to help individuals take control of their future.
Beyond my professional work, I'm a proud "Jeep Dad" who loves off-road adventures, camping with my sons, coaching soccer, and enjoying great local beers. My dedication to clients extends beyond businessâI strive to understand their dreams and turn them into strategic financial plans. Inspired by the Navy's core values of Honor, Courage, and Commitment, I approach each client's financial journey with precision and dedication.
Licensing & Credentials
Services Offered
Tax Specialties
