I am a CFP/CPA focused on strategic tax and financial planning for high net worth individuals with advanced planning needs. In addition to tax return planning and preparation, I consult with clients on financial statement analysis and tax planning for multi-generational wealth retention, buying/selling businesses, divorce scenarios, real estate transactions and foreign income considerations. I work with individual investors overseeing investment management, including private placement transactions, with a focus on clients with over $1 million in investible assets.Since 2023, I am also credentialed as a Certified Exit Planning Advisor (CEPA). I offer services for business owners who are interested in accelerating value in their business to make the business stronger, increase profits and more attractive to potential buyers when the time comes to sell. I also help owners develop their own personal readiness objectives as part of the sales process so that not only do they sell the business for the price they want and deserve, but they are excited for their next chapter and feel confident they have the financial assets to meet their long-term goals and objectives. Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through registered investment adviser representatives of Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Hutchinson Family Offices. Ashley Madden is a registered representative of SFA and investment adviser representative of Strategic Blueprint which are otherwise unaffiliated with Hutchinson Family Offices. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to their account, please contact our office. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of SFA, Strategic Blueprint, its officers, directors, employees, or associated persons.