Solving complex transitions with engineering rigor and local values. I build financial strategies as structured and resilient as the systems you design.
I am an Auburn-trained Electrical Engineer and a U.S. Patent holder (#9635509), but my real work has always been about people. After 25 years leading go-to-market strategies for global tech firms like Cisco and GitLab, I saw a recurring gap: high-performers were building world-changing technology, but their personal financial "architecture" was often left to chance.
A decade ago, I ran a long-shot campaign for the Tennessee State House. I branded my campaign with a simple, handwritten 'L' tucked into my name with a red caret symbol. Today, that 'L' remains my professional trademark—a reminder that a small, precise correction today can completely change the trajectory of your future. It represents my commitment to Logic, Liquidity, and Legacy.
Most financial advice is built for linear salaries. But in tech, your net worth moves in 'cliffs.' We look at your equity through the lens of concentration risk and tax-alpha engineering.
Managing the pivot point from high-earner to high-net-worth during major equity events.
Mitigating the impact of AMT and managing tax-bracket creep during liquidity windows.
In Dothan, business is personal. Your exit is your final product. I help local founders prepare their books, their logic, and their families for the day they walk away on their terms.
Preparing for valuation and Private Equity scrutiny long before the first offer arrives.
Navigating the complex waters of 'Fair vs. Equal' for the next generation of Wiregrass leaders.
Insights from the Wiregrass—from the physics of the classroom to the patience of the garden.
Lessons in patience and backyard irrigation in the Alabama heat...
What explaining physics to 1st graders taught me about clear communication.
Why the physical Wall Street Journal still matters in a digital age.