I'm a CPA and the CEO of Fusion CPA, where I've spent more than 20 years helping entrepreneurs and family-operated businesses grow with confidence and clarity. Here's what has my attention right now.
Lately I've been thinking and writing a lot about how families build and protect wealth over decades, not quarters. Recent work covers multi-generational wealth strategies that go beyond the trust document, the common mistakes families don't see until it's too late, and how high-performing families run their wealth like a business.
A theme I keep coming back to: your tax return is the starting line, not the finish line. I'm focused on helping clients move from deadline-driven scrambling to year-round strategy, so the decisions that actually lower a tax bill happen long before April.
I work closely with franchise owners and family-operated businesses across law, healthcare, real estate, private equity, and tech. Right now that often means helping them move past DIY bookkeeping and build a finance function that can actually support real growth.
When I'm not deep in a client's books, I'm usually planning the next trip. I love connecting with people across the globe, and if I could pick one superpower, it would be meeting clients and colleagues anywhere in the world instantly, no flights required.
Want to talk through any of this? You can find me at Fusion CPA or connect with me on LinkedIn.
Last updated June 2026
