Bringing Financial Advisory & Accountancy Together
Our Mission is to build and assist accredited investors on their path to financial freedom for themselves and their families.
We believe in the power of integrity and efficiency. Taking a holistic approach by having your financial advisor sit at the same table as your CPA maximizes your trajectory for success.
We accomplish our mission by working with businesses, investors, and their financial advisors, implementing tax strategies specific to their goals.
Founder & Consultant
Johnathan is a dedicated professional on a mission to help businesses succeed and empower others by teaching financial literacy. With a strong background crossing investing with accounting, he understands the ins and outs of running a successful business & portfolio. Beyond his work, Johnathan enjoys outdoor activities such as camping, climbing, hiking, and boxing. Most important to him though is spending quality time with his family.
Bookkeeper & Jr. Tax Preparer
Annahlise has a knack for organization and has found a love for bookkeeping. She is eager to learn, and enjoys helping clients keep themselves organized and on track with their goals. She stays busy between work and motherhood, but enjoys crocheting, sewing, and crafting in her free time.