I have 20+ years combined experience in public accounting and financial services. I am a CPA licensed in the state of Texas and am a CFP® professional. As a tax advisor, I help clients identify and implement various tax strategies. As an investment advisor, I help individuals, real estate investors & professionals, and business owners with alternative investments and retirement plans through a fee-based independent registered investment advisory firm that I own and operate. I also work alongside my wife, Whitney, who provides 1031 exchange qualified intermediary services through her company, Above & Below 1031 LLC. Our client base is dispersed throughout the US and consists of those involved in the real estate industry, financial services, other small business owners, and professional service providers (doctors, dentists, lawyers, consultants, engineers, etc).
