Helping Families Build Wealth While Minimizing Taxes

I’ve learned that successful financial planning isn’t just about the numbers—it’s about understanding the unique challenges that come with balancing professional growth against family life and personal development. As a CPA and solo practitioner based in Melbourne, Florida, I specialize in helping families navigate complex tax strategies while building sustainable wealth for the future.

My journey into financial services began with a deep curiosity about markets and economic theory, but it was the birth of my first child that truly crystallized my mission. I had recently left the “safe” world of public accounting, and, suddenly, every financial decision carried new weight, not just for today, but for the legacy we’re building. That perspective shift taught me that the best plans are the ones that adapt and evolve with life’s changing seasons.

My Approach

I believe exceptional client care means taking time to understand not just where you want to go financially, but who you are as a person. Whether you’re managing the demands of a growing business, planning for your children’s future, or optimizing tax strategies for retirement, every recommendation is built on a foundation of understanding your complete picture.

My expertise spans tax preparation and compliance, entity selection, small business accounting, and financial planning. But more importantly, I bring a systematic, research-driven approach that cuts through the noise for busy professionals and their families.

Beyond the Office

When I’m not analyzing tax codes or researching market trends, you’ll find me watching soccer (Forza Inter!), following MotoGP races, or diving deep into a podcast while working on home improvement projects. As a father to a 22-month-old with another on the way, I understand firsthand the importance of building financial systems that work for real life—not just on paper.

I’m also passionate about leveraging technology to create more efficient, integrated workflows. Whether it’s optimizing productivity systems or exploring new AI tools, I’m constantly seeking ways to deliver better outcomes while maintaining the personal touch that makes all the difference.

Ready to explore how strategic tax planning can accelerate your family’s financial goals? Let’s start a conversation about your unique situation and the opportunities ahead.”