About Me

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

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Specialization

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.

Education

  • 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.

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©2021 Mountain Wealth Planning, LLC