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United States
Tax planning, closely held business planning, alternative investments including cryptoassets, college planning, financial life planning, planning for ultra and high-net-worth families
Solo practitioner. Advice-only. Advice is offered on an hourly basis, which is the least conflicted compensation model, in my humble opinion. Mercer Street has a partnership with another RIA firm that offers direct index investing and personalized portfolios.
Hourly fee-for-service
Started career at Ernst & Young LLP and spent many years as an accounting and finance consultant, then transitioned to the profession of offering personal financial services in 2018 by founding my own registered investment advisory (RIA) firm. I live in Houston with my wife and three young children. We would like to live abroad for a year or longer.
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