About me
A CPA since 2009 and a real estate investor since 2020
I built this practice to give investors and busy professionals the kind of financial partner I always wished existed: responsive, strategic, and grounded in real-world investing experience.
My background
I graduated from UC Santa Cruz with a degree in Business Management Economics and began my career at KPMG, where I spent 12 years in audit and accounting advisory.
From there, I moved into accounting and finance roles at CBRE and DigitalBridge, working across commercial real estate, asset management, fund accounting, and complex organizational structures.
I also invest in real estate myself, so I see the numbers from both sides of the table.
Credentials
Licensed CPA
Florida, Virginia, and Montana
CMA
Certified Management Accountant
Real estate
Florida Real Estate Sales Associate; investing since 2020
Experience
KPMG, CBRE, and DigitalBridge
How I work
Plain English
Clear answers you can act on.
Documented advice
Recommendations backed by research and documented memos.
Year-round
Planning during the year, not just at filing time.
Outside the office
When I'm not working, I tend toward adventurous hobbies as time allows, from scuba diving to ski mountaineering. These days, with a three-year-old running the show, my main hobby has become running, but I did manage to get him on skis this year.
I'm working on running a marathon in each of the 50 states, with a few longer races here and there for good measure.
