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I have worked with the wealthiest people in the world in my experience as a CPA. My clients have ranged from presidential candidates to real estate Moguls to venture-backed Startup companies. I manage their day-to-day financial affairs. I work with families whose net worth ranges from 25 million to over 1 billion and have become their trusted advisor.
Over the past decade, I've specialized in tax accounting and family office. I have helped families navigate the complexities of wealth transfer from Generation 1 to Generation 2 to Generation 3. There is more to money than dollars and legal documents. There is a deep seeded emotion that everyone has about money. It drives how we think and operate our personal and business finances. Every family has a unique financial circumstance, and I love bringing order and harmony to each family that I work with.
As a personal and business CFO, we are always navigating challenges in one’s life. Even after 10+ years in the industry, I’m still learning and growing. Knowing this, I have compassion and come alongside to give people confidence in their financial trajectory. Also, for those who are advanced, I can enhance what they are achieving, and help them reach higher heights.
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