Strategic advice when it matters most.
For over a decade, I’ve worked with clients who are making some of the most defining decisions of their lives, whether it's purchasing a home, planning for retirement, or rethinking how their business or family wealth is structured for the next generation.
My background bridges real estate advisory, corporate strategy, and financial planning. This allows me to step into moments where clarity is needed, connecting dots between tax, investment, property, and family. I don’t just handle the transaction; I help you understand what the decision means for the bigger picture.
Clients rely on me when
A major decision is on the table and the path isn’t clear
A financial structure needs to support long-term outcomes
They need someone to take responsibility, not just give advice
This is relationship-based work. The clients I work with aren’t looking for a quick sale , they want to build something thoughtful and lasting, and they know I show up fully in those moments.
Who I work with
Professionals planning beyond a salary
Business owners needing structured financial planning
Families buying their first or next home
High-income earners wanting to minimize tax
Clients managing intergenerational wealth and transition
What I’m licensed and experienced in
Real Estate (PREC*) — residential and development-focused
Financial Planning — corporate tax planning, CDA, estate planning
Project Oversight — from land value strategy to 4-plex redevelopment feasibility