I focus on clients with concentrated positions, tax planning and private investments. My background is in portfolio management (fundamental & technical analysis) and tax planning.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Build financial independence and long-term security on your own terms.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
Sophisticated wealth strategies for C-level executives and their families.
Maximize wealth accumulation with sophisticated tax and investment strategies.
From startup equity to exit planning - guidance through every growth stage.
Navigate military benefits, TSP optimization and transition planning.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Comprehensive tax planning and preparation services.
Optimize executive deferred compensation and NQDC plans.
Sophisticated strategies for sustainable retirement income.
Comprehensive financial planning for business structure and cash flow optimization.
Market commentary and investment perspectives
War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
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Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
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Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
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