I started Dorado Strategies to give first-generation owners, founders and professionals the kind of coordinated planning usually reserved for wealthy families, so they don’t have to make the big decisions alone.

My role is architect and project lead. I help clients plan the arc of what they’re building: leaving a W-2 to own a business, growing it, selling it and retiring well, and putting the structure, team and governance in place so their wealth, and the wisdom behind it, serves the family for generations. I bring vetted ideas and honest economics, then stay on the project until each piece is built. My clients and their advisors make the decisions. Sometimes the best advice I give is to keep it simple.

My thinking is shaped by George Gilder, on entrepreneurs as creators of knowledge; George Kinder, on starting with the life you want before the money; Morgan Housel, on patience, enough and room for error; and Naval Ravikant, on building from what is authentically yours.

I’m based in El Dorado Hills, California, and work with clients and advisor partners across the country. I’m a husband and a father of five, soon six, and I think every day about what I’m handing down.

Separately, I’m an investment adviser representative with Lifeworks Advisors, where my team provides investment management and securities-based financial planning. I’m also individually licensed as an insurance agent (CA Insurance License #0H86214) and may place coverage when a plan calls for it.