Financial Planning Built for You.
As one of the top 1% of financial advisors holding both CPA and CFA credentials, Hal combines tax expertise, financial planning, and investment strategy to turn complex financial decisions into clear, actionable steps for you and your business.
Certified Public Accountant
Professional Accounting Expertise
Chartered Financial Analyst
Advanced Investment Insight
20+ Years in Finance & Tax
CFO and Co-Founder Expertise
Top 1% CPA/CFA
Recognized Professional Excellence
CFO Experience
Executive Leadership Background
What you can expect from this relationship
Financial guidance should move you forward, not just tell you where you’ve been.
With decades of experience in tax strategy, investment analysis, and CFO-level financial planning, we help you move confidently with strategies and execution that are:
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Ethics-Driven:
Guided by the high professional standards required of both CPAs and CFAs. -
Analytical & Strategic:
Grounded in proven financial models, proper risk assessment, and long-term planning. -
Holistic:
Taxes, investments, and business decisions are interconnected, managing them together makes for better decisions. -
Personalized:
You will receive tailored strategies aligned with your long term goals and ideas.
This philosophy allows you to make smarter decisions today while protecting your future.
A Unified Financial Strategy Built Around Your Goals
Not just accounting. Not just portfolio management. Complete financial guidance built around your long-term success.
CPA + CFA: A Rare Combination
Very few advisors hold both credentials, giving clients a level of tax knowledge and investment expertise hard to find elsewhere.
True Strategic Leadership
Hal brings CFO-level thinking to both your business and personal financial life, providing financial modeling, forecasting, cash-flow planning, and long-term strategy that align with where you want to go.
Long-Term, Recurring Partnership
Hal works with clients throughout the year, not just during tax season. He helps you track progress, adjust your strategy as life evolves, and stay prepared for important milestones ahead.
Clear, Actionable Financial Guidance
Hal breaks down complex financial decisions into clear, practical terms. His focus is on clarity, long-term stability, and guidance you can feel confident acting on.
Integrated Financial Oversight
Taxes, investments, risk management, and business decisions are all connected. Managing them together helps eliminate gaps, conflicts, and unnecessary complexity.
Confidence and Peace of Mind
Clients work with Hal so they can feel confident their financial life is organized, thoughtfully managed, and handled with care, precision, and a long-term perspective.
Financial Services Tailored to Your Needs
Whether you’re a high-earning professional, an investor, or a business owner, we will help you navigate complexity, manage risk, and strengthen your long-term financial foundation.
Financial Planning & Wealth Management ⌄
Ongoing guidance for your investments, major milestones, and long-term financial planning.
As a Chartered Financial Analyst (CFA), Hal structures portfolios responsibly, manages risk, evaluates markets, and develops long-term strategies that balance growth and stability.
Includes:
- Investment portfolio review & management
- Retirement planning
- Estate and legacy planning
- Cash-flow optimization
- Insurance planning (licensed in Arizona)
Tax Planning & Preparation ⌄
Proactive tax guidance designed to keep you organized, compliant, and prepared.
We will eview your income, investments, and business structures to create a clear, strategic approach that supports your long-term financial goals.
Includes:
- Strategic tax planning
- Multi-state tax considerations
- Entity structuring
- IRS compliance
- Quarterly planning & year-round guidance
Business Financial Services ⌄
A complete suite of services to organize and stabilize your financial life:
Includes:
- Tax Services
- Accounting & Bookkeeping
- Financial Forecasting
- Wealth Management
- Business Valuations
- Retirement Planning
Financial Forecasting & Fractional CFO Services ⌄
CFO-level clarity without the full-time cost.
With over 20 years of financial strategy experience, you will receive the right guidance to make informed decisions, plan ahead, and navigate financial growth.
Includes:
- Financial modeling & forecasting
- Budgeting and P&L optimization
- Valuation support
- Scenario planning
- Performance metrics & KPIs
Ready to Start Planning With Clarity?
Whether you’re just getting started or refining an existing approach, now is the right time to bring structure and long-term perspective to your financial decisions.
Get Your Integrated Financial PlanFrequently Asked Questions
Financial Insights
Practical perspectives and expert commentary on strategy, finance, and long-term decision making.
Do Election Years Really Matter for Your Investments?
Election years often spark anxiety for investors—but do they really change market outcomes?This article breaks down historical data,common misconceptions,and why disciplined,long-term investing matters more than headlines when politics and markets collide.
Read Article →
How the “One Big Beautiful Bill”Could Impact Your Taxes,Investments,and Planning
Sweeping tax legislation can create uncertainty—or opportunity.This post explains how the One Big Beautiful Bill impacts tax rates,capital gains,and long-term planning,and why clarity around the new rules can help individuals and businesses make smarter financial decisions.
Read Article →
Financial Clarity During Major Life Events
Major life events can quickly turn finances complex and overwhelming.This article explores how moments like marriage,career changes,family growth,or loss make financial clarity essential—and how proactive planning can bring confidence,stability,and direction when life doesn’t follow a script.
Read Article →Start with a Complimentary Conversation
Let’s begin with a thoughtful discussion about your personal and business financial goals. Hal will guide you through the next steps and how a clear, coordinated plan can come together.
Primary Location:
Serving clients nationwide with a physical office for local meetings.
9375 E. Shea Blvd.Suite 100, Scottsdale AZ 85260
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Next step:
Confirm your time with Hal
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If not, please choose a time on the calendar now.