With over a decade leading tax strategy at the highest levels—combined with real-world trading mastery and a blueprint mindset—I serve as a bridge between expertise and execution.

I’ve worked as a Tax Director, professional options trader, and systems strategist for clients
ranging from executives to entrepreneurs. But more than that, I help you see what others miss:
the structural decisions, the compounding inefficiencies, and the untapped potential sitting in
your blind spots.

My clients don’t just want advice—they want insight that moves the needle.