About Me
After 17 years as a college basketball coach, I bring a coach’s mindset to financial strategy. Focused on clarity, discipline, and long-term success. I specialize in helping clients protect and grow their wealth using tax-efficient strategies that create both security and opportunity. I believe financial planning should feel empowering, not overwhelming, and I guide my clients every step of the way. Together, we build a strategy designed to support the life they truly want to live
Areas of Service:
- Alabama
- Arizona
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Idaho
- Illinois
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Jersey
- New Mexico
- New York
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Utah
- Virginia
- Washington
- West Virginia
- Wyoming
About Retirement Consultant
The Retirement Consultant listed on this site is an Independently Licensed Financial Professional who operates an independent financial service business. A client may find this independence a desirable advantage. Tax-Smart Retirement holds no liability for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. For more information, please refer to the terms of use.