Crypto Investment Management
Comprehensive Financial Planning
Assets Under Management
Fixed Fees by Service
I am a Certified Financial Planner™, Enrolled Agent, and Certified Digital Asset Advisor (CDAA™). I use my experience in financial planning and knowledge of taxes to help clients find the best combination of assets between taxable, tax-deferred, and tax-free investments. Each person's situation is different, and your tax situation today may not be what it will be when you want to access your investments. I try to help people make the best decision on where and how to purchase traditional assets as well as digital assets, based on what the expectation for the future are. Knowing the tax code changes and a decision down the road could have a significant affect on the taxes you may or may not owe.