Specialties
About Me
By the time most senior tech professionals and business owners reach their peak earning years, they're sitting on concentrated stock positions, layered RSU vesting schedules, and a tax liability that grows every quarter they delay.
I help high-earning individuals at companies like Boeing, Microsoft, Meta, and Amazon take decisive action 10–20 years before retirement—restructuring their wealth to reduce tax drag, optimize legacy benefits, and build durable income streams that perform regardless of what the market does. And for those thinking beyond their own retirement, I design legacy strategies that ensure their wealth transfers tax efficiently and on their terms.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, WMCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
*Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency Eagle Strategies and NYLIFE Securities are New York Life Companies CA Insurance License # 0I29141 10885 NE 4th St, Suite 1400 Bellevue, WA 98004 O: (425) 462-4800 Ultimate Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.