I believe that true success is built on a foundation of absolute authenticity. My mission is to strip away the complexity of wealth and focus on what truly matters: your legacy and your peace of mind.
Born and raised in Illinois, I’ve supported myself since I was 18 years old. In college, I worked full time during the day while taking classes at DePaul University at night, and built a solid foundation combining an ironclad work ethic and seizing opportunity whenever I could.
I pride myself on the ability to espouse a Midwestern work ethic, West Coast ingenuity and East Coast drive. I’ve always had a passion for the consultative and data-driven nature of my industry, but as the world has changed, so has the focus on doing what is right.
A Reason For Being: Where Passion Meets Purpose
Helping people and developing relationships. I love numbers, integrative tax strategies, and making the complex approachable. I love bringing heart and emotion to cold facts.
Successful entrepreneurs who struggle to simplify and optimize family needs from a tax, legal, and operational perspective. Solution-first entrepreneurs are the world's greatest creators of good.
Forming relationships, financial modeling, operational efficiency, complex tax strategies, and finding solutions to complicated problems that others find overwhelming.
Working with entrepreneurial families to create efficiencies, family governance, and executing best practices—allowing them to focus on growing their business.
