As a Partner and Senior Tax Strategist at Wigand Integrated Tax & Advisory, I lead proactive tax planning efforts to minimize clients' tax bills over their lifetimes. By working closely with clients throughout the year, I anticipate opportunities and issues to create effective tax strategies. Our approach focuses on long-term tax savings and full compliance with the tax code.

I bring a wealth of knowledge to Wigand Integrated Wealth, holding the prestigious title of CERTIFIED FINANCIAL PLANNER™ Professional since 2010. My expertise spans various aspects of the financial landscape, covering budgeting, cash flow management, savings strategies, investment management, insurance solutions, tax optimization, estate planning, education planning, debt management, employee benefits, corporate structure, and retirement planning.What sets me apart is my deep-seated passion for integrating coaching into the financial planning process. I excel in forging strong client relationships and conducting comprehensive assessments, delving into their values, passions, fears, and financial objectives. Through insightful coaching questions, I challenge clients' perspectives and provide unwavering support and encouragement, steering them toward their desired financial outcomes.

Assessing senior government civilians (GS 14-15) across all agencies in a sequence of simulated workflows. Providing feedback on their performance and coaching them toward SES level advancement