I Learned Business Building From a PE Firm. Then I Spent 25 Years Acquiring, Building, and Exiting My Own Businesses — and Now I Help Business Owners Navigate the Complex Intersection of Business and Personal Wealth.
Building a business and building lasting personal wealth are two different skills. I've spent 25 years doing both — and now I help business owners bridge that gap.
My clients receive comprehensive financial planning across every pillar — investments, tax-efficient portfolio management, estate planning, risk management, and retirement planning. My approach focuses on your business as the centerpiece of your financial plan, not an afterthought. Every recommendation I make is built around where you are in your business journey and where you want to end up.
I work with established, high net worth business owners who are mid-journey — past the early struggle, not yet at the exit, but starting to think seriously about both. If you've built a successful business, accumulated significant wealth, and want an advisor who has sat where you're sitting, you're in the right place.
Ready to have a conversation? Reach me directly.
(949) 422-3830