I help business owners bring clarity to their finances so they can keep more of what they earn, protect what they’ve built, and create lasting wealth for their families. As a Licensed Financial Strategist with a background in data analytics, I specialize in helping entrepreneurs make smarter, numbers-driven decisions through Mortgage Free Life, tax-efficient business exit strategies, and business tax savings.

In my experience, I’ve seen how many business owners work tirelessly yet still feel uncertain about their money. They don’t need to work harder—they just need a clearer strategy. My mission is to help them uncover hidden opportunities, reduce financial stress, and use their money as a tool for freedom and impact.

I grew up in the foothills of central California, where I learned the value of hard work, community, continuous learning, and time spent outdoors. When I’m not helping clients find clarity in their finances, you can usually find me on my bicycle, camping, or off on another adventure in nature where I recharge and find peace and perspective for the work I love.