I am a Los Gatos–based CPA and CFP® who advises business owners, professionals, and retirees on tax planning, compliance, and cash-flow-driven decisions. With 20+ years in financial services, including more than a decade leading my own tax practice, I help clients preserve income, protect investments, and avoid costly surprises across business growth, real estate, and life transitions. Clients value my clear explanations, strategic rigor, and trusted partnership—so tax conversations feel practical and empowering. Outside of work, I recharge outdoors—skiing and hiking, often with my dog.