I am a number-cruncher to the core, specializing in helping business owners grow and become more profitable. As a Managing Partner at Blend Wealth, I help clients increase cash flow and pay less in taxes by meeting regularly throughout the year. Please note, I do not do tax only work and do my best work with businesses that have at least $500,000 of revenue.
I understand the complexities and financial challenges business owners face. Many business owners excel in their profession but struggle with the financial, accounting, and tax aspects of their business. Keeping up with ever-changing tax laws, managing cash flow efficiently, implementing tax strategies, and making profitable financial decisions with confidence can be overwhelming and time-consuming.
With a deep understanding of business finances and tax strategy, I excel in identifying opportunities that are often overlooked and explaining them in plain English. After just one hour of meeting with me, you will know more about your finances than you ever have before. We'll dive into strategies that will save you thousands and help you build wealth, such as entity selection, business tax planning, real estate, asset protection, estate planning, and many more. I'm here to guide you and help you understand the financial impact of every decision you make in your business. In my free time, I love doing CrossFit and being active outdoors with my wife, Alexis, and our two boys.
Please visit our website to schedule a Right Fit meeting. I'd love to get to know you! https://www.blendwealth.com/schedule-a-right-fit-call
Licensing & Credentials
Services Offered
Tax Specialties
