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Helping high income professionals minimize their taxes and maximize their financial potential.

Total Financial Life Management

Welcome!  I educate, guide and council my clients towards optimal financial outcomes.  I help them get organized, identify their lost opportunity costs, and redeploy the "found money" in pursuit of their full financial potential.

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About Me

Personal CFO

After spending 14 years in the financial services sector as a product wholesaler, I had the pleasure of working with a number of incredible professionals who put their clients first. Unfortunately, I also witnessed a fair amount of the opposite. I saw first hand all the ways that companies, and company reps would put their thumb on the scale to influence client decisions in a way that fit their agenda, not necessarily the client's. I developed convictions around the ways things "should be" done. A client centered, education oriented, ethical, repeatable, definable, rules based process.

In my free time, I enjoy being with friends and family, traveling, and going to restaurants.  I live an active lifestyle, love working out, suffering in the sauna, slinging kettlebells and training Brazilian jiu-jitsu

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Why is Money Important to you?

Money is the ultimate force multiplier.  No matter your goals, objectives, or desires, money, purposefully deployed, can help you achieve the things in your life that are important to YOU!


Get Organized

Coordinate your entire financial life on one easy to manage, interactive website.

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Optimize Your Cash Flow

Is money coming into and out of your household in a manner consistent with your long term goals and objectives?

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Protect What You Have

A financial plan is only as strong as its weakest link.  A comprehensive review of your protection insures you're not only sufficiently covered, but you're not paying for more than you need.

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