I’m a tax advisor and strategist who helps families use small business ownership as a vehicle for building generational wealth. I work with people who want more than just a tax return—they want a plan, a purpose, and a path they can feel confident about.

Over the years, I’ve developed a simple but powerful framework that guides everything I do: foundation, framework, family, and future. These four pillars reflect the process I take clients through—from getting their business structure and finances in order, to building out strategic systems, to aligning their plan with family values, and finally, preparing for a legacy that lasts.

I don’t just handle numbers—I teach. I believe in empowering people to understand their tax strategy so they can make wise, informed decisions. I walk beside them as a guide, helping them see how their

day-to-day efforts connect to their bigger goals.

At home, I’m a husband and father of two young kids. My wife runs her own travel business, and we’re both passionate about working with purpose while raising a family that’s grounded in faith. Life is full, and we’re always looking for ways to simplify and grow at the same time.

My faith shapes everything—from how I serve my clients to how I show up in my community. I teach children at church and love helping them

understand the gospel in simple, joyful ways. I also speak and write about spiritual preparation, especially how the Church of Jesus Christ prepares individuals and families for the Savior’s return.

Another big part of my story: I spent two years living in Korea, and the experience changed my life. I developed a deep respect and love for the culture, the language, and the people. It helped shape how I

think about community, discipline, and even the way I approach work. I still find joy in studying Korean and expanding my ability to connect

across cultures.

Outside of work, I’m an introverted nerd who finds peace behind a piano and joy in a well-told story—especially if it comes from Star Wars. I’m always learning, always organizing ideas, and always looking

for ways to help others take meaningful, values-aligned steps forward.

If you’re building something for your family, your future, and your faith—I’d love to walk that journey with you.