I help founders protect and grow personal wealth alongside building their company
Most founders pour everything into their company and forget about their own finances. I help fix that. I work with founders from the first founding round all the way to selling the business, making sure your personal wealth grows right alongside it. That means keeping more go what you earn, avoiding costly tax mistakes, and being ready to cash out smartly when the day comes.
Building a company is all-consuming, and most founders' wealth — often locked in illiquid equity — goes unmanaged until the window to optimize it closes. In this 1:1 we'll map your situation: equity and QSBS positioning, what to protect now, and the moves that matter before a raise, secondary, or exit. You'll leave with a clear, prioritized game plan. I've spent 14 years in private wealth, working with founders through liquidity events at some of the industry's most reputable firms.