Experience

Tactical Tax Strategies

• Vice President of Planning Strategies

  • Jan 2021 - Present

  Tactical Tax and Estate Planning is a highly specialized financial services firm focusing on giving our clients more control over their finances. We have created over $5.3 Billion in new net worth for using our strategies by defending personal wealth from unnecessary taxes, expanding wealth plans and financial goals, and growing assets on a tax-free basis to the highest degree possible. Tactical Tax and Estate Planning is a highly specialized financial services firm focusing on giving our clients more control over their finances. We have created over $5.3 Billion in new net worth for using our strategies by defending personal wealth from unnecessary taxes, expanding wealth plans and financial goals, and growing assets on a tax-free basis to the highest degree possible.



SMA Hub

• United States
• Wholesale
• 1 - 100 Employee

• VP Business Development

  • Jan 2016 - Jul 2021

  Financial planner with extensive experience in the analysis of a wide array of financial positioning. Expert in the implementation of structured settlements, alternative assets, life insurance, and securities positioning, and have spent my career advising attorneys, executives, CPA's and their clients on wealth strategies, creating millions in new net-worth. Financial planner with extensive experience in the analysis of a wide array of financial positioning. Expert in the implementation of structured settlements, alternative assets, life insurance, and securities positioning, and have spent my career advising attorneys, executives, CPA's and their clients on wealth strategies, creating millions in new net-worth.



Settlement Professionals, Inc.

• United States
• Law Practice
• 1 - 100 Employee

• Financial Specialist

  • Mar 2014 - Jun 2018

  Financial Planning, Product Analyst, Portfolio Specialist Financial Planning, Product Analyst, Portfolio Specialist