About The Founder

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I’m someone who truly enjoys helping business owners find smarter ways to save money and grow. Through Bottom Line Tactics, I work closely with companies to uncover hidden savings. Whether it’s through tax-efficient healthcare strategies, payroll optimization, or specialized tax credits. The goal is always the same: to improve your bottom line without adding extra costs or complexity.

I’ve spent over 10 years in the financial services industry and what I’ve learned is that real impact comes from real relationships. I take pride in bringing straightforward, effective solutions that make life easier for business owners and better for their employees.

Outside of work, I’m all about family, staying active, and seeing more of the world. Whether it's a quick weekend trip or time with loved ones, I value the freedom that comes from building something meaningful and that’s exactly what I aim to help my clients do too.