I’m a— Tax Strategist, Financial Literacy Educator, and the founder of SAGE: Strategic Advisory for Generational Empowerment.

After years of watching both businesses and households overpay taxes and operate without clear financial guidance, I realized something needed to change. Did you know that nearly 93% of small business owners overpay in taxes, and only 34% of households consider themselves financially literate? I used to be a part of that statistic, too.

But once I started to unlearn and rebuild, I became passionate about helping others do the same — to break the cycle, take control of their financial story, and build generational wealth from the ground up.

Through SAGE, I help business owners and families save money on taxes, redirect funds back into their businesses, and create legacies rooted in knowledge, wisdom, and intentional financial strategy. SAGE was born to help people like you become the author of your financial story— to stop leaving money on the table and start building wealth that will outlive you.