About me

This is where my journey begins. I do this free of charge. Not because I'm wealthy or well off. I want to connect with other professionals and give back to others.As a strategic partner to some of the nation's leading tax attorneys and wealth preservation experts, I serve as your first point of contact in discovering the powerful tax deferral strategies that the financial elite have used for decades.

My Background

I spent over a decade in business development and client relations roles within the financial services industry. This experience taught me that the most valuable service is knowing the right people.
After seeing a close friend lose over $2 million in unnecessary taxes during a business sale, I recognized that most business owners simply don't know these specialized strategies exist. This realization led me to partner with our team of tax attorneys and wealth management professionals to help bridge this knowledge gap.

My Promise

If you're considering selling a business or property, I promise to facilitate a straightforward evaluation of your options. Free of charge.
Whether you ultimately become a client or not, you'll leave our conversation with valuable insights about wealth preservation strategies that could fundamentally transform your financial future.

Here’s How I Support You

My primary focus is to ensure you have a clear, confident understanding of the Deferred Sales Trust (DST) strategy before you speak with our legal team. I begin by walking you through the DST approach in simple, straightforward terms, so you know exactly how it works and how it may apply to your unique situation. From there, I help assess whether your financial goals align with the solutions we offer. Once we establish a fit, I’ll connect you directly with our team of former IRS attorneys and wealth management professionals a quick step that takes just five minutes. Throughout the entire process, I remain your dedicated point of contact, here to assist, answer questions, and support you every step of the way.

My Role

I act as the gateway to the specialized expertise most business owners never know exists. My responsibility is to understand your goals, gather the critical details of your situation, and seamlessly connect you with our trusted team of former IRS attorneys and wealth management professionals.

Too often, successful entrepreneurs lose millions in unnecessary taxes when selling their businesses or properties—simply because they didn’t have access to the right strategies. I’m here to change that. By bridging this knowledge gap, I help ensure that what you've built is protected and optimized for the future.