top of page

TRANSFORM

YOUR DREAMS INTO REALITY WITH FINANCIAL & TAX PLANNING

How big can you dream?

ABOUT ME

As a Certified Financial Planner, Certified Tax Coach, Enrolled Agent, and founder of Synergy Wealthcare Solutions, I’m a personal finance mentor with focused tax expertise. 

​

My clients experience the combined power of advanced tax reduction strategies with financial guidance, helping them make tax-savvy decisions and use the savings to fund their dreams and businesses.

IMG_4878.JPG
About

How I Can Help You

Partner with a CERTIFIED FINANCIAL PLANNER™ to achieve your goals with confidence

financial planning
advanced tax planning

Keep more money in your pocket by maximizing every legal loophole & deduction for your business

fractional 
cfo

Supercharge your small business finances with expert oversight from a Profit First perspective

affiliations
bottom of page