Priority Tax & Financial Planning

Most financial advisors don’t understand taxes. And most tax professionals don’t understand investments. I specialize in both. That combination—deep knowledge in tax strategy and financial planning—is what sets me apart from most other advisors. I’ve helped high-income professionals and successful small business owners save hundreds of thousands of dollars by integrating tax-aware investing, proactive planning, and a clear understanding of how business and personal finances intersect. If taxes are your biggest expense outside of housing, I can help make sure you are not overpaying.

Everyone's tax situation is different, and I can't provide value to everyone, so I can't promise that I can help you. But I've helped many clients who were pleasantly surprised by what I could do for them. You won't know what I can do for you unless we talk.

I’ll bring the numbers. You bring your goals