Proud to support Equity For The Win as a Founding Investor.

I invest my family account in public and private equity offerings.

My team offers comprehensive wealth management (tax, investment, and family office) for founders and executives. I specialize in stock option planning and qualified small business stock as well as estate planning for families with concentrated stock positions.

I'm a partner in our Private Client practice helping individuals tax efficiently diversify and growth wealth.

I lead the talented team of tax professionals at Moss Adams serving Private Client's wealth management needs. We help individuals with all their personal tax needs including tax return filings, income tax planning, and estate tax planning. Our team also has deep expertise with state taxes including residency transition planning. We are also able to help with foreign tax reporting for international families.Tax is one part of our integrated offering which also includes investment management and family office services. We believe in a holistic approach to personal finance.

I lead our talented team of Moss Adams professionals in serving public and private clients across our assurance, tax, and consulting practices.

Temporary Position to Obtain Investment and Insurance Licenses - Managed tax department and financial planning compliance.

Tax Senior in the Personal Financial Planning Group. Specialized in tax planning and compliance for wealthy individuals and closely held businesses.