I'm a lifelong entrepreneur and business advisor with a deep understanding of what it takes to start, grow, and lead a company through each stage of its evolution. I launched my first venture at a young age and have since owned and operated multiple businesses across several industries. I know firsthand the pressure, responsibility, and personal sacrifice that come with running a business—especially when the weight of success rests entirely on your shoulders.

After years of navigating startup challenges, scaling operations, building teams, and balancing both business and personal financial demands, I recognized a common thread among fellow owners: they weren’t just looking for technical expertise. They needed an advisor who had lived it. Someone who understood the full weight of ownership and could bring clarity when everything felt uncertain.

That realization led me to the work I do today. I partner with business owners and leadership teams—especially in the service, trades, and real estate industries—helping them gain clarity, confidence, and control in times of growth, transition, or change. My clients are often moving from reactive decision-making to long-term strategy, and they need more than spreadsheets and theory—they need a clear path forward.

My approach is structured but practical. I combine real-world experience with financial and operational strategy to help clients improve cash flow and profitability, create tax-efficient compensation and retirement plans such as Solo 401(k)s, SEP IRAs, and cash balance plans, strengthen their operations, and build transferable business value. I also help business owners prepare for sale, succession, or long-term ownership while aligning business goals with personal financial priorities.

I’m not affiliated with any investment or insurance firm, which means my advice is entirely client-centered and product-free. Whether we’re optimizing your current structure or preparing for a future exit, I bring strategy, tools, and straightforward advice to help you make confident, informed decisions.

I live in Montana with my wife, daughter, dog, and cat. Outside of work, I’m usually exploring the mountain lakes, working on new ventures, or challenging conventional thinking—in business and in life.