I help fellow micropreneurs minimize their taxes, run profitable businesses, and build their wealth.

​

I bring to the table over 35 years of successful business and management experience. Former Accountant, City Manager, VP & CFO of a private college, and CFO of a Canadian startup firm. Current owner of both tax and wealth management practices.

​

Enrolled Agent (EA) licensed to practice before the IRS, Oregon Licensed Tax Consultant (LTC), and CERTIFIED FINANCIAL PLANNER (CFP®) professional.