Phoenix, AZ Meeting: In-Person Only

I'm a tax and business attorney who's passionate about helping clients build and protect their wealth. Whether it's forming the right entity, navigating real estate investments, or creating a self-directed retirement strategy, I believe in making legal and tax planning both effective and understandable. Before becoming an attorney, I earned my degree in Finance at SDSU and built years of hands-on experience in estate planning and tax strategy. That background fuels my work today—guiding entrepreneurs and investors through the trifecta of business structuring, asset protection, and legacy planning.

I've helped structure hundreds of businesses and have advised clients nationwide on maximizing passive income, optimizing retirement accounts, and passing on wealth through estate planning. It's not just about avoiding pitfalls—it's about creating a foundation that grows with you and your goals.

When I'm not diving into entity charts and tax code, I'm probably on the golf course, watching hockey, or traveling with my wife Lindsey and our Frenchie, Zeke. Let's talk about how to take your planning to the next level—schedule a consultation today!

Licensing & Credentials

JD - Lawyer CFP - Certified Financial Planner

Services Offered

Legal

Tax Specialties

Agriculture Cryptocurrency Door to Door Sales Small Business Influencers Manufacturing Cannabis Medical or Dentistry Online Sales or Ecommerce Real Estate Restaurants Transportation, Uber or Lyft