
I help $5M+ investors reduce their taxes. Most of my clients are struggling with: 1. Capital gains tax when they sell real estate or a private business 2. Losing a large % of their salary to income taxes 3. Taxes when selling low-basis shares from stock-based comp What I do: 1. Review their current assets and upcoming liquidity events 2. Create a plan that optimizes for their situation 3. Implement the required strategies and monitor Using this process, I’ve helped my clients: 1. Keep more of the value they created when they sell their business 2. Reduced their yearly income taxes 3. Diversified from concentrated stock positions tax-neutrally 4. Create a source of tax efficient cash-flow for retirement Want to start keeping more of what you've earned and minimizing your tax exposure? Let’s build a customized plan that puts your financial future in focus. Get a 30-minute complimentary consultation today. QFS is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, we may edit or delete personally identifiable information, scam/fraud messages, and misinformation.
Denver, Colorado, United States
Founder
Quantitative Financial Strategies
• www.linkedin.com/company/quantitative-financial-strategies
Jul 2024 - Present
Investment Analyst
Schoolcraft Capital
• www.linkedin.com/company/schoolcraft-capital
Oct 2022 - May 2024
Denver, Colorado, United States
Leveraged Finance Analyst
PIMCO
• www.linkedin.com/company/pimco
Jun 2021 - Oct 2022
Newport Beach, California, United States
Lacrosse Coach
Kent Denver School
• www.linkedin.com/company/kent-denver-school
Aug 2021 - Aug 2021
Denver, Colorado, United States
Lacrosse Coach
St. Margaret’s Episcopal School
• www.linkedin.com/company/st-margaret’s-episcopal-school
Jul 2021 - Jul 2021
Lacrosse Coach
LXTC Lacrosse Training Center
• www.linkedin.com/company/lxtc-lacrosse
Jun 2021 - Jun 2021
Portfolio Manager & Equity Research Analyst
Marsico Student Managed Fund
Mar 2020 - Aug 2020