
As a 3x founder and author, I help high-income earners and business owners offset tax liability and build wealth through institutional-grade alternative investments. I bridge the gap between entrepreneurs and capital opportunities in private equity, real estate, energy, and VC. Having exited multiple companies (including an AI SaaS) and generated $162M+ in enterprise value at firms like Charles Schwab, I specialize in capital raising and exit structuring. As a co-author with Shark Tank’s Kevin Harrington and author of the upcoming The CPA’s Guide to Alternative Investments, I partner with scaling entrepreneurs and CPAs seeking tax-efficient growth strategies.
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