Partner at
TBH Advisors
Years of Experience
16 years
Number of Clients
45
Average Client Size
$1,250,000
Member Since
2025
I prioritize my clients financial well-being above all else, providing personalized, transparent strategies that not only protect their wealth but actively work to grow it—ensuring every decision is tailored to my clients unique goals.
Most of my clients are established professionals aged 35-65—including business owners, executives, and entrepreneurs—who are dedicated to building and preserving wealth. They prioritize solid retirement plans and efficient tax strategies, yet often face challenges balancing risk with reward while managing increasingly complex financial situations.
Bachelor in General Studies w/ Economics concentration
Obtained in 2008
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