About

I'm Michael, an Army National Guard veteran, entrepreneur, and financial planner for business owners.

I've been building and investing since I was a teenager. I started a vending business in high school, bought my first duplex at 19, and spent a decade as a senior operator at a nuclear power plant before betting on myself full time. I've run businesses, carried the risk, and lived the same tradeoffs you think about every day.

That experience is why I do this work. I started as a financial coach but felt limited in what I could actually do for people, so I became a fully licensed comprehensive planner. Today I help business owners coordinate the moving pieces of their business and personal finances into one plan: taxes, talent, key person risk, succession, and what happens to the business if something happens to you.

If any of that is on your mind, I want to be a resource for you.