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Keep More. Grow Faster. Tax-Smart Real Estate Under One Roof.

I help high-income individuals and investors integrate real estate, tax strategy, and wealth management into one simple plan.

Three Tiers of Financial Excellence

Whether you're starting your journey or scaling your empire, we have the perfect solution for your financial integration needs.

FOUNDATION

Perfect for self-employed professionals who need solid tax preparation and bookkeeping foundations.

  • Professional Tax Preparation
  • QuickBooks Setup & Training
  • Monthly Bookkeeping Services
  • Basic Tax Strategy Consultation
  • Year-Round Email Support

GROWTH

For growth-minded individuals ready to add real estate investment guidance to their financial strategy.

  • Everything in Foundation
  • Real Estate Transaction Guidance
  • 1031 Exchange Planning
  • Investment Property Analysis
  • Quarterly Strategy Sessions
  • Priority Phone Support

PRIVATE CLIENT

Complete wealth integration for high-performers who want a seamless, strategic approach to building generational wealth.

  • Everything in Growth
  • Comprehensive Wealth Coaching
  • Business Entity Structuring
  • Advanced Tax Optimization
  • Monthly 1:1 Strategy Calls
  • Direct Text Access
  • Annual Financial Roadmap

Why High-Performers Choose Me

Stop juggling multiple advisors. Get everything you need under one roof.

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Integrated Strategy

No more conflicting advice from different experts. One cohesive plan that maximizes your real estate, tax, and wealth potential.

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Proven Results

Licensed in WA & ID for real estate, PTIN certified for taxes, and QuickBooks ProAdvisor with Series 65 in progress.

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Time Freedom

Stop spending weekends researching. Get clear action steps and focus on what you do best while I handle the complexity.

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Legal & Strategic

Grow wealth legally and strategically with bulletproof systems that protect and multiply your assets.

Success Stories

Real results from real clients who transformed their financial lives.

"Finally found someone who gets the big picture. My real estate investments are now perfectly aligned with my tax strategy. Saved over $50K in the first year alone."

โ€” Sarah M., Tech Entrepreneur

"Having everything under one roof is a game-changer. No more confusion between my accountant, realtor, and financial advisor. Just clear, actionable guidance."

โ€” Marcus L., Real Estate Investor

"The wealth integration approach is brilliant. My business structure, property investments, and tax planning all work together seamlessly now."

โ€” Jennifer K., Medical Professional

"Best investment I've made. The time I save alone is worth it, but the strategic insights have completely transformed how I build wealth."

โ€” David R., Business Owner

Ready to Integrate Your Wealth Strategy?

Stop juggling multiple advisors. Get a comprehensive plan that aligns your real estate, taxes, and wealth building into one powerful strategy.

Schedule Your Free Strategy Session