Phoenix, AZ Meeting: In-Person Only

As both an attorney and entrepreneur, I'm passionate about helping others protect what they've worked so hard to build. I focus on estate planning, asset protection, and tax strategies that give business owners and investors the peace of mind they deserve. Whether it's setting up a revocable living trust, strategizing for retirement through a self-directed Solo 401(k), or building a legacy that lasts, my goal is to simplify the complex and empower my clients to make smart, lasting decisions.

My journey in law has been fueled by a genuine desire to support fellow entrepreneurs. I've personally navigated the highs and lows of business ownership, so I understand the importance of proactive planning—especially when it comes to passing on wealth, avoiding probate, and minimizing tax burdens. Every client I work with gets a tailored approach rooted in real-world experience and a deep commitment to long-term success.


Outside of work, I recharge by traveling, dancing, painting, hiking, and diving into great books. I love staying active and grounded, and I'm grateful to share that joy with close friends and family. Let's work together to secure your future—schedule a consultation today!

Licensing & Credentials

JD - Lawyer CFP - Certified Financial Planner

Services Offered

Legal

Tax Specialties

Agriculture Door to Door Sales Small Business Influencers International Business Manufacturing Medical or Dentistry Non-Profits Online Sales or Ecommerce Real Estate Restaurants Transportation, Uber or Lyft