I once heard about a father whose son was eager to buy his first car. Instead of simply handing him the money, the father made an unconventional offer: "I'll give you the funds—but you can't spend them directly on the car. You must use this money to start a business or invest it in a way that generates enough cash flow to cover the car payments."

The son rose to the challenge. By the time the car was paid off, he hadn't just gained a vehicle—he'd retained the original capital, built a sustainable income stream, and learned the power of leveraging money wisely.

This story perfectly illustrates the UnBoxed Wealth strategies I teach my clients.

Instead of conventional financial planning that focuses on accumulation, I specialize in advanced wealth strategies that break free from traditional thinking and create multiple benefits from every dollar. Whether it's helping clients build their Private Strategic Reserve, optimizing tax efficiency through sophisticated arbitrage techniques, or protecting retirement income from sequence risk, I focus on strategies that generate sustainable value.

My approach: your money should outlive the expense and keep working long after the goal is achieved.

I grew up in New Mexico, living in eight different towns—which taught me to adapt and connect with diverse people. Basketball shaped my love for teamwork and discipline through high school and New Mexico Military Institute.

In 1992, I moved to Austin, Texas, and launched my financial services career. For over three decades, I've helped families discover that the wealthiest families—those who preserve wealth across multiple generations—use strategies most people never learn about.

What sets my practice apart:
• Advanced tax optimization saving high-income professionals six figures
• Private Strategic Reserve concepts that let clients become their own financing source
• Retirement income protection from sequence risk that destroys conventional plans
• Multi-generational wealth building systems used by America's most successful families

In 2015, I married the love of my life. Today, we call Sacramento home. When we're not traveling or hosting friends, you'll find us investing in what matters most: family, faith, and serving others through ministry.

Curious about UnBoxed Wealth strategies? I'd be happy to share insights that could transform how you think about wealth building.