I offer an all-under-one-roof solution for my client’s entire financial life. By coordinating tax planning, estate planning & retirement planning and providing an effective tax strategy to assist in your financial goals and dreams. I can add efficiency and simplicity to your financial planning. I have found that most people have a relationship with an assortment of financial professionals that never synchronize. Leaving a lot of important details missed between these relationships. My comprehensive approach not only addresses this problem but also differentiates me from my peers.
- Co-founder of Wealthnest Planners and Wealthnest Tax Services.
- CERTIFIED FINANCIAL PLANNER™
- 15 + years in Tax and Financial Services Industry
- Thousands of income tax returns prepared
- ASU -WP Carey School of Business; BS – Finance; Magna Cum Lade
- Boston University Center for Professional Education, CFP® Practitioner
- Series 7, Series 66
- Life and Health Insurance Licensed
2 young kids keep him in line…yet crazy, 6 siblings, Practical, South Florida raised–west coast state of mind, AZ Sports, Outdoors, Anything on the water, Competitor, Spicy food eater