The Advisor
Behind the Firm
I combine graduate-level business and finance training with real-world — serial entrepreneurial, and 23 years of private markets experience to serve founders and families who need more than a generalist advisor.
Not Just a Credential — a Career
Serial Entrepreneur
Before I was an advisor, I was a founder. I've built, scaled, and navigated the exits of multiple businesses — which means I understand the complexity, emotion, and strategy behind your decisions.
Private Markets Experience
With 23 years in private markets, I've seen cycles, crashes, and comebacks. That experience shapes how I think about risk, growth, and long-term capital preservation for my clients.
Graduate-Level Training
My MBA with a Finance concentration and designations including CFP®, CEPA, and EA bring academic rigor to every strategy I build — whether it's tax optimization, exit planning, or estate structuring.
Built for Founders & Families
Generalist advisors manage portfolios. I manage the entire financial life of a founder — business, personal, tax, legacy, and transition — so nothing falls through the cracks.
Integrated. Intentional. Long-Term.
I don't separate your business from your personal finances — because they're not separate. Every strategy I build integrates tax, wealth, exit planning, and estate structures into a single coherent plan that grows with you.
Explore the T.R.E.E.S. FrameworkReady to Build a Strategy Around Your Business?
Exit planning isn't just about selling your company. It's about building one worth selling. I help founders think about that from day one.
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