Who we serve

Earning a high salary in California means roughly half of every dollar above a certain threshold goes to taxes: federal, state, and Medicare combined. Most W-2 employees assume there's nothing they can do about it. But there usually is.

I work with high-earning employees, executives, physicians, attorneys, tech professionals, who want to understand what's actually available to them. That includes deferred compensation planning, equity and RSU strategies, charitable giving structures, and coordinating investment decisions with their tax situation in real time.

The goal isn't aggressive tax avoidance. It's making sure every decision is made with full awareness of the tax consequences before it's made, not after.

If you earned $300K or more last year and wrote a large check to California, it's worth a conversation.

→ Learn more about the strategies we employ to maximize your take-home pay

Divorce forces financial decisions at exactly the moment when thinking clearly is hardest.

I work with women who want to understand what they're agreeing to before they agree to it. That means walking through the tax implications of a settlement, understanding which assets actually hold their value after taxes, and building a financial picture for what comes next.

The work isn't just about dividing what exists. It's about making sure the decisions made during the process support the life you're building after it.

→ Learn more about how I help women navigate divorce

Running a business in California already comes with complexity. Add high personal income and the gap between what you pay and what you should pay becomes significant.

I work with business owners who have outgrown basic bookkeeping but don't yet have a CFO, and who need someone who understands both the business side and the tax side simultaneously.

That means entity structure, compensation strategy, retirement planning for self-employed individuals, and making sure business decisions don't create unexpected personal tax problems.

If your accountant files your return but isn't thinking about next year until next March, that's the gap I fill.

→ Learn more about planning for business owners

Having a high net worth doesn't simplify your financial life. It tends to do the opposite.

Multiple accounts, competing priorities, and tax decisions that affect each other in ways that aren't always obvious. These are the kinds of situations where disconnected advice starts to cost real money.

I work with individuals and families who want one advisor with visibility across the full picture: taxes, investments, and planning, handled together rather than in separate conversations with separate people.

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When something significant changes financially, the decisions that follow tend to be the most consequential ones you'll make. They're also the ones made under the most pressure.

I work with clients navigating moments like a business sale, an inheritance, a career change, or a sudden shift in income. The work is about creating enough structure to make good decisions, without rushing into ones that are hard to undo.

That usually means understanding what you actually have, what your options are, and what the tax and planning implications of each path look like before you commit to any of them.

→ Learn more about planning through life transitions