What i do for you
Clarity, discipline, and a long-term view, built into every plan, backed by the full Wealth Teams Alliance team where you need more than one specialist.
Core Wealth Services
Wealth Coaching & Investing
Money decisions shouldn't feel like a foreign language. We build a plan around what you actually want your life to look like, not a generic model.
- A financial plan built for your goals and timeline
- Investment strategy you actually understand
- Habits that build real, lasting wealth
Retirement Planning
A clear path to retirement, built around when you actually want to get there and what you want life to look like once you do.
- A retirement timeline built for your goals
- Income planning for life after work
- Regular check-ins as your plan evolves
Tax Planning
(in partnership with the Wealth Teams Alliance team) Smart tax strategy woven into your overall plan, not handled as an afterthought.
- Coordinated planning across income, investments, and business
- Guidance from specialists on the WTA team
- Fewer surprises at filing time
Estate Planning
(in partnership with the Wealth Teams Alliance team) A plan for what you pass on, and to whom, done right.
- Coordination with WTA's estate specialists
- Plans built around your family and your goals
- Peace of mind for you and the people you love
Success isn't built alone. It's built through faith, community, and intentional planning.
Specialized Planning
NIL Contracts
NIL income comes with real money and real decisions, and most athletes are navigating it for the first time. I help you understand what you're signing, plan around what you're earning, and protect it before it's gone.
- Contract and deal review, in plain language
- A plan for saving and investing NIL income as it comes in
- Guidance on taxes, timing, and what to watch for
Risk Management
Insurance and protection planning built around your actual risk, not a sales quota.
- Life and disability coverage review
- Protection that fits your income and your family
- A plan that adjusts as your life changes
Income Protection & Transition Planning
Careers change: a new role, a layoff, an early retirement, a contract ending. Your plan should be ready even when your income isn't guaranteed to stay the same.
- A plan for what happens if your income or career changes
- Transition planning for athletes, executives, and career changers alike
- Confidence heading into whatever's next
Business & Entity Planning
LLC setup, tax structuring, and a financial foundation built for your business from day one.
- Entity setup and structuring guidance
- Tax-efficient planning for business owners
- A plan that grows with your business
Beyond the Numbers
Mentorship
Sometimes you just need someone who's actually been through it.
- One-on-one guidance through big transitions
- Straight answers, not just encouragement
- Support built on real experience
Speaking
I show up and talk like I talk to my own clients: real, direct, useful.
- Talks for teams and organizations
- Panels and workshops
- Community and youth events