In my educational pursuit to help my clients achieve their goals I have earned the following designations:
*CFP®, Certified Financial Planner® *EA, Enrolled Agent
*TPCP®, Tax Planning Certified Professional® *CEPA®, Certified Exit Plan Advisor®
*ChFC®, Chartered Financial Consultant® *CMT®, Chartered Market Technician®
*CRPC®, Chartered Retirement Planning Councilor®
I help executives, business owners, tech professionals, and high-income earners build, protect, and transition wealth through customized financial and tax strategies. As a CFP® professional and CEPA® (Certified Exit Planning Advisor), I specialize in helping clients navigate high income, equity compensation, tax strategies, wealth management, and major career or business transitions. For business owners, I help identify strategies to increase business value and prepare for a successful exit, often well before a sale is on the horizon.
My focus is on proactive tax strategies designed to help high earners reduce their tax burden, while integrating investments, equity compensation, protection, long-term wealth planning, and estate planning into one cohesive strategy.
Before earning the seven stated designations, I spent years as an equity trader making markets in NASDAQ and NYSE stocks. That experience shaped my disciplined, and taught me the value of calm, strategic thinking in fast-paced environments, a perspective I bring to every client interaction.
Outside of work, I’m an avid sports fan and golfer, a wine enthusiast, and passionate about health, fitness, and fostering rescue dogs. I also enjoy volunteering and supporting charitable organizations including Sleep in Heavenly Peace, T2T, Make a Wish, and Knights of Columbus among others.
Whether youre building wealth, intent on maximizing the value of your business, looking for tax reduction strategy or simply want clarity and confidence in your financial future we should have a conversation.
We started BW Wealth Management and BW Tax Strategies so we could be True Fiduciaries to our clients and always put there needs first. In the past we were restricted to offering only products that the company we worked for offered. That is an inherent conflict of intetest. Our BD, LPL, offeres no products so we are free to use whatever product the client needs with no conflicts. Every client situation is diferent. We develope custom financial plans taylored to what each client needs. We focus on Wealth management, Tax strategies, Protection, and Estate planning.
