About Me

xmas eve family snowshoe.jpg

You can often find our family enjoying the slopes, snowshoeing, biking or throwing snowballs for our dog, "Cookie", to chase.



My areas of specialty lay in creating clever tax saving strategies to further improve operating cash flow, investing for long-term growth and determining ideal retirement plans for sole- to multi-employee qualified plans.


  • BA in Global Economics at UCSC

    • German Exchange Student​

Prior Employers

  • Mariner Wealth Advisors | Wealth Advisor

  • Block Advisors | Tax Planning Professional

  • Massive Ventures | Real Estate Holding Company

  • Diablo Funding | Loan Officer

  • Dolphin Advisors | Registered Investment Advisor

  • Charles Schwab | Senior Registered Representative

  • Prudential Financial | Financial Advisor


Who I Help

What's in It for You

How I Do It

I help small business owners, entrepreneurs, realtors, real estate investors, independent contractors and family offices.

  The fees I charge will more than make up for themselves with the strategies we enact, such as:

  • minimizing taxes  

  • eliminating excess insurance 

  • investment management

  • capital preservation

I take a thorough deep-dive into your prior tax returns, current investments and cash flow to determine how the ideal strategies to employ given your unique situation.


©2021 Mountain Wealth Planning, LLC