I work closely with high-net-worth individuals and families to help them achieve their financial goals and preserve their legacies through tax and estate planning. I strive to simplify the complexity that comes with multigenerational wealth. If you are looking for a better, easier way to minimize your tax burden to preserve and grow your legacy, perhaps I can be of service.
For over 20 years, I’ve served as a financial steward, providing advisory and compliance services for trusts, family partnerships and high-net-worth individuals. My specialties include family tax planning and compliance and trust and charitable planning. I coordinate activities across financial, investment, estate and gift tax planning to provide the best contextual advice and offer clarity to help clients make life decisions with confidence.
Simply stated, I help my clients minimize taxable income and maximize deductions. Recently, I worked with a client to maximize their QBI deduction by raising their wages. By paying out a bonus payroll to our clients prior to year-end, they were able to take a full 20% deduction on their pass-through income, resulting in $370,000 in federal tax savings.
I earned my Bachelor of Business Administration from Harding University.
For me, family is everything. I enjoy watching sports and spending time with my wife and five kids.
“I am family-oriented, so serving individuals and their families through trust, estate and charitable planning makes me feel like a trusted family member. I work hard to earn that trust.”
My work provides clients a measure of control over their assets to support their goals. I find this very gratifying, and I am always interested in sharing ideas. Perhaps I can be of service.