I offer a coordinated approach to your financial life by providing a comprehensive view of your financial situation. As a UC Santa Barbara alumnus with over 40 years of tax expertise and 17 years as a financial advisor, I bridge the gap between building wealth and protecting it from unnecessary taxation.

In today’s shifting regulatory landscape—marked by the 2026 OBBB tax updates and permanent changes to estate exemptions—my role as a CPA with the Personal Financial Specialist (PFS) designation is to ensure your investment strategy and tax planning work in total harmony. By serving as your fiduciary across both domains, I help bring together different aspects of your financial life to support a more coordinated approach. My goal is to provide insight and analysis to help you make informed decisions, including consideration of tax implications and investment strategies. Together, we can develop a plan aligned with your long-term goals and priorities.