I help business and clinic owners, incorporated professionals, and families uncover tax inefficiencies within their corporate structure, improve how wealth is extracted, accumulated, protected, and transferred — ultimately strengthening your personal and family financial well-being.
The goal is helping you think more clearly about growth, protection, tax efficiency, succession, estate planning, and legacy.
This is especially relevant if you have, or are planning for:
My approach is to look at the broader architecture of your corporate structure and identify potential opportunities to improve your tax strategy, protect assets, support estate planning, and preserve more value for your family —
Through my team at Stratego Solutions, StrategoCFO, and Live Better Insurance, I work alongside your trusted CPAs, and lawyers - when appropriate.
When working with me, clients benefit from a strategy, finance, and transformation advisor with more than two decades of experience helping business owners, professionals, entrepreneurs, and leadership teams make better decisions in moments of growth, complexity, transition, and change.
My background combines business, finance, law, insurance, investment, entrepreneurship, leadership, and hands-on implementation.