About Me

I built my reputation on tax strategy and financial planning for business owners. I’m a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent with a decade of experience, including working with entrepreneurs earning $1M+ in net profits at a fast-growing Inc. 5000 firm.

Now I run Tulip Financial Planning — where we help business owners keep more of what they earn, grow faster, and simplify the financial side of life.

I’m based in Arizona with my wife and two kids, focused on helping business owners make smarter decisions with less stress and more confidence.

How We're Different

Fewer clients, deeper relationships

Flat-fee and transparent pricing

Cancel anytime – no contracts or commitments

Strategy first, always

Best Tax Advisor & Highly Dedicated

Take the first step toward building, growing, and protecting your wealth with personalized guidance from Tulip Financial Planning.