Profile description

I’ve spent 20 years helping my clients achieve their goals. As the owner of Crowne Point Tax & Wealth Counsel I help people make sense of their tax situation, create custom tailored tax strategies, protect their assets, and secure their legacy. As a wealth advisor at ShoreHaven Wealth Partners, I design financial plans that are custom, clear, and always client-first.

I studied Economics and Ethics at Carnegie Mellon and later earned law licenses in CA, NY, and NJ. My career has included advising governments, supporting business owners, running a law firm, and handling litigation.

My goal is simple: help people protect what they’ve built and plan their future with confidence.