I help busy self-employed professionals and business owners who don’t have time to think about anything beyond growing their business. Through estate planning tools and strategies, I help them grow retained earnings tax-free, pass more wealth to the next generation, and protect their biggest asset – themselves, the key person of the business.

Born to parents who were teachers, the values of planning and helping others were instilled in me at a very young age. Growing up my father always taught us that we must save a portion of what we make and that can only be done with proper planning. I was very lucky to learn this at a very young age, which I always kept as a tagline of my profession and I still follow it every day. With time, helping others became my passion which turned into my profession. I find my career so rewarding that I seriously never feel like I’m working.