Over the years, I’ve partnered with entrepreneurs across industries like consulting, software, landscaping, publishing, and even winemaking — building the systems and strategies they need to move out of the madness and into true financial success.

 

I describe my approach with the acronym M.A.K.E.:

 

• Measure your business results with a strong accounting foundation.

 

• Accelerate your earnings with smart financial planning and analysis.

 

• Keep more of what you earn through strategic tax planning.

 

• Enjoy the rewards through thoughtful retirement and estate planning.

Before launching my firm nearly 10 years ago, I spent 15 years leading data analytics at American Express, following an early stint in management consulting with Bain & Company. I hold an MBA from Columbia Business School.  When I’m not helping clients save on taxes, you’ll find me cooking, traveling, or enjoying a great glass of wine.

You built your business to create freedom, not more stress. My goal is to provide you with a proactive plan that supports your financial goals and lets your business work for you.  Let’s partner together to unlock smart tax savings and set a foundation for long-term wealth.

 

 

Schedule your free discovery call today.