I built Legacy Tax & Wealth Co. because I believe every self-employed professional and small business owner deserves more than a faceless tax service. You deserve someone who knows your name, understands your situation, and shows up for you every season of the year.

My journey in tax and financial services started over two decades ago and I have never looked back. I have worked with first year entrepreneurs figuring out quarterly taxes for the first time and established business owners building long term wealth strategies. Every client I serve gets my full attention because that is simply how I operate.

What makes my work different is the way I show up for people. As a CTEC registered tax professional and small business owner myself, I know what it means to run a business with heart, wear multiple hats, and truly serve the people in front of you.

 I started Legacy Tax & Wealth Co. to close the gap between everyday small business owners and the kind of tax and financial guidance that actually moves the needle. No call centers. No cookie cutter answers. Just real strategy from someone who is genuinely invested in your success.