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How I help
Private-Market Investing
I work with accredited investors seeking access to thoughtfully structured private-market opportunities. Through Expedition Equity, we focus on disciplined capital allocation, manager selection, and long-term positioning outside the noise of public markets.This work is centered on education, alignment, and clarity, not hype or short-term performance.
I spend more time saying no than yes, with an emphasis on alignment, downside awareness, and long-term manager behavior, not headline returns.
Cash Value Life Insurance (Strategic Use)
Cash value life insurance can be a powerful tool when used correctly as part of a broader capital and tax strategy.
I help high-income earners evaluate whether this tool fits into their overall plan, particularly for liquidity, flexibility, and long-term planning. This is not product-driven advice; it’s strategy-first thinking.
In practice, this tool is often misunderstood; my role is to help determine when it meaningfully improves flexibility and when it does not belong in the strategy at all.
Tax Mitigation & Capital Coordination
For high earners, taxes are often the largest expense over a lifetime. I work alongside CPAs, attorneys, and advisors to help clients think more strategically about income, investment structure, and long-term tax exposure so capital is deployed intentionally rather than reactively.
The goal is not aggressive tactics, but coherence ensuring tax decisions support the broader capital strategy rather than distort it.