How I help . . .
I enjoy helping clients navigate complex financial situations by applying deep technical knowledge with a creative lens. Whether it’s identifying tax-saving opportunities, structuring a business transaction, or solving a unique challenge, I look for solutions that are both strategic and practical. I’m committed to being honest and direct—sharing what I truly believe is in the client’s best interest, even when it’s not the easiest conversation. That kind of transparency builds trust and leads to better long-term outcomes.
For example, I recently helped a client work through a succession plan for their farming operation that balanced family dynamics with financial realities—ultimately creating a structure that preserved the family farm’s legacy while setting up the next generation for success. The result was more than just a tax-efficient plan—it gave the family clarity, peace of mind, and a clear path forward for the next generation.