My Services

Tax Planning & Preparation

I help individuals and families understand their taxes and make better decisions throughout the year. That includes preparing and filing accurate returns, talking through tax questions as life or income changes, and making sure nothing obvious is being overlooked. If you want help with your taxes or just need a second set of eyes, contact me here.

Investment & Retirement Planning

I work as an independent investment advisor, which means my advice is not tied to a brokerage firm or a specific product. I help clients think through investment decisions, retirement planning, and long-term goals in a way that fits their tax situation and overall finances. If you’re looking for straightforward guidance or want a second opinion, contact me here.

About Me

My favorite hobbies are sports and old music. The St. Louis Cardinals are in my blood, and Johnny Cash is favorite.

I enjoy being outside as much as possible, whether that’s working in the yard, playing Sunday league soccer, or having a beer on the patio.

I have a beautiful wife, Mariah, and together we have two dogs and a home we love. We try to explore and travel as much as we can.

I don’t take myself too seriously, but I do take my work seriously.