Driving Value and Leading Exit Planning in the PNW | Exit, Succession & Long-Term Planning | Helping Owners Protect Wealth, Reduce Risk & Plan What’s Next | Lakewood-Tacoma–Seattle-Olympia
I work with business owners and families who want clarity around their financial decisions — especially when complexity, growth, or transition is involved.
My focus is helping people:
• Coordinate business and personal finances
• Prepare for major transitions (growth, exit, succession, retirement)
• Protect what they’ve built and plan intentionally for the next chapter
Before entering financial planning, I spent years as an educator. That background still shapes my work today — I believe the best financial decisions come from understanding, not pressure. Every conversation is education-first, collaborative, and built around long-term thinking. My practice is guided by five principles: partnership, authenticity, stewardship, empowerment, and legacy-mindedness.
Outside of work, I’m a husband and father, a lifelong musician, and someone deeply invested in community and shared experiences. If you’re a business owner or family navigating growth, complexity, or long-term planning — I’m always open to a thoughtful conversation.
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