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

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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.

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

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Married to my college sweetheart, Julie, and we have two children and two grandchildren.