CFP®, MST, EA
CERTIFIED FINANCIAL PLANNER™ (CFP®), Master of Taxation (MST), and
IRS Enrolled Agent (EA)
I chose the name "Soaring Wealth" because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your dreams should similarly provide that level of confidence, perspective, and freedom.
I founded Soaring Wealth LLC so that I could provide comprehensive financial planning, portfolio management, and advanced tax planning and preparation in a seamlessly-integrated manner. I also specialize in cross-border financial planning for foreign nationals in the US and recently returned US expatriates.
Before launching Soaring Wealth LLC, I worked for a Big Four global accounting firm for almost a decade in San Francisco, Boston, and Zürich, Switzerland, providing tax services to both corporate global mobility programs around the world and private clients throughout the United States and Europe. My time working with cross-border executives – and living overseas myself – highlighted the numerous financial and tax pitfalls that individuals in such situations run into.
After witnessing such complexity first hand, the dream of providing comprehensive financial planning became more urgent for me once I returned to the US, but I quickly realized that I would need to set up my own firm in order to fully utilize my experience as a CFP® with advanced tax and cross-border expertise and provide the kind of comprehensive services that so many individuals need.
Professional Designations and Memberships
IRS Enrolled Agent
Recent and Upcoming Presentations
NAPFA, Vermont chapter, "Planning with Cross-Border Clients," 26 August 2021
CIGA Network, "Financial Planning for US Executives Working Abroad and Foreign Nationals Working in the US," 23 September 2021
CIGA Network, "Income Taxation of US Persons with Cross-Border Situations," 27 January 2022
XY Planning Network, "Inside Experts" series (on financial planning for cross-border clients),
11 February 2022
NAPFA Spring 2022 National Conference, "Understanding the US Taxation of Cross-Border Individuals,"
5 May 2022
CIGA Network, "Handling Equity Compensation in Cross-Border Situations," 28 July 2022
NAPFA, West Florida chapter, "Planning for Cross-Border Clients," 16 September 2022
CIGA Network, "How to Coordinate Filing Tax Returns in Multiple Countries," 27 October 2022
CIGA Network, "Case Studies: A Framework for Working with Cross-Border Employee Equity Compensation," 28 October 2022
CIGA Network, "US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets," scheduled for 23 February 2023
NAPFA Advisor Magazine, "Prepping for a Market Downturn," April 2020
When I'm not working with clients, I'm likely spending time with my 14-year-old son, Henry, and our two cats, Bernie and Calvin. I also practice meditation and yoga and enjoy swimming, skiing, hiking and running.