I am a CERTIFIED FINANCIAL PLANNER™ with a mission to guide leaders to implement wise financial decisions that advance their vital purpose. Many business owners miss out on wealth potential because they don’t have time to research unique tax and investment ideas. My team and I guide business owners with specialized strategies to reduce taxes and invest wisely so they can build wealth with confidence. We focus on serving legacy-minded business owner families with a net-worth of $2M+ wanting to steward, grow, and multiply their wealth. We start with our Peak Planning Index™ assessment and three guided strategy meetings (in-person or web-based) as part of our Family Wealth Formula® process. In my free time, I love to adventure with my family as we hike in the mountains, off-road, and travel anywhere. - Married to Stacey since 2005 with four boys--Levi, Micah, Gavin, and Huxley - Live in the East Valley of Phoenix, AZ - Involved at Christ's Church of the Valley (CCV) in Mesa, AZ - Enjoy off-roading in the family 4Runner or side-by-side ATV anywhere in the southwest - Love to travel and hike as a family in the Superstition Mountains and around the country Let's get started taking steps towards reducing taxes, investing wisely, and building wealth with confidence! www.RidgelinePrivateWealth.com