For more than two decades, I've helped clients navigate complex financial decisions with clarity and confidence.
As President of NovaPoint Capital, I bring over 25 years of hands-on experience in investment management, compliance, and portfolio strategy, and I've built my career on deep financial expertise and integrity.
My Tax Mastery Course breaks down everything I teach my private clients: How to structure your business, claim deductions correctly, and plan for long-term savings.

"After decades of running my own financial firm, I’ve seen one pattern repeat itself: people overpay because no one ever explained the rules."
Our course is designed for busy freelance professionals and physicians who want to understand how taxes really work—and how to pay less legally
✔ Step-by-step lessons on deductions, entity structures, and tax-efficient planning
✔ Real examples and case studies for physicians and small business owners
✔ Practical checklists and tools to capture every deduction you deserve
✔ Lifetime access to materials for ongoing tax confidence


Our DFY service is built for high-income professionals who don’t have time for tax complexity but want to stop overpaying the IRS.
✔ Build a personalized tax plan that cuts 20–30% off your tax bill
✔ Handle your filings, documentation, and compliance start-to-finish
✔ Structure your income and business for maximum efficiency
✔ Provide ongoing guidance for investments, retirement, and asset protection
You’ve worked too hard to leave money on the table. Join today and learn the strategies that could save you thousands this year alone.