I’m a financial advisor at DiGi Financial Solutions focused on long-term planning for professionals and business owners: investments, financial plans, and retirement strategies. Much of my work is done in partnership with other professionals, particularly CPAs, estate attorneys, and business advisors, to keep taxes, planning, and portfolios working in the same direction. I’m here to connect with CPAs and other professionals who serve business owners or high-income clients and see value in coordinated, client-centered collaboration.More...