As a third-generation accountant, I proudly carry forward a legacy of trust, integrity, and personalized service in tax and business consulting. Following in the footsteps of my father and grandfather, I’m committed to helping individuals and entrepreneurs navigate today’s financial complexities with clarity and confidence.

With over 20 years of experience in tax planning, business consulting, and retirement strategies, I focus on guiding individuals, families, and small business owners toward meaningful financial outcomes. Before launching Platform 3, I served in Deloitte’s Private Wealth practice, where I advised high-net-worth individuals and privately held businesses on complex tax matters. That experience sharpened my ability to deliver customized strategies for clients with complex financial lives.

Whether you’re launching a new venture, optimizing tax efficiency, or preparing for retirement, I work closely with you to develop practical solutions aligned with your goals and values. At the core of my practice is a belief in building long-term relationships founded on trust, communication, and a genuine investment in your success.