Building from the ground up has been the story of my life. As the son of immigrant parents, I grew up in a challenging neighborhood with little in hand but surrounded by the belief that in this beautiful country, with hard work and determination, you can achieve anything. That drive—combined with an analytical mindset and problem-solving skills—led me to earn two engineering degrees and build a successful career in water infrastructure.

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Along the way, I noticed something: many hardworking professionals were earning strong incomes but struggling to save, invest, and grow their wealth effectively. From medical and tech specialists to small business owners, too many saw their financial potential go untapped. I often found myself stepping in as both a financial and life coach—helping friends and family take control of their money, make smarter investment decisions, and build lasting wealth. That experience ultimately set me on the path I follow today.

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As an Enrolled Agent (EA) licensed by the IRS, I bring advanced tax expertise and the authority to represent clients in all tax matters. I am also an Investment Adviser Representative (IAR) of Groundwork Financial Partners, a Registered Investment Adviser, providing guidance on investment and wealth strategies as part of a comprehensive financial plan.

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Today, my work centers on integrated wealth and investment strategies designed to help clients grow and preserve their assets through tax-smart planning and disciplined financial management. By combining tax insight with a long-term investment perspective, I help clients align their financial decisions with their life goals—maximizing opportunity while minimizing unnecessary tax exposure.

 

Since founding Groundwork Financial Partners, I’ve had the privilege of serving retirees, professionals, tradespeople, and business owners as their trusted financial partner. My mission is simple: to combine firsthand experience with professional expertise to help you stay ahead on taxes, invest intelligently, and build the financial foundation for lasting success.

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Credentials

• Enrolled Agent (EA) – IRS-Licensed Tax Professional — the highest credential awarded by the IRS, requiring extensive knowledge of U.S. tax law and the authority to represent clients before the IRS.

• Registered Investment Adviser (RIA) – Series 65 licensed, providing fiduciary investment guidance.

• Two advanced degrees in Engineering, providing a strong foundation in problem-solving, systems thinking, and data analysis.

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