Trusted Financial Professionals
LGP Tax & Wealth
Management
Trusted financial guidance for individuals and businesses — tax planning, wealth management, and strategic advisory under one roof.
15+
Years of Experience
500+
Clients Served
3
States Licensed
Our Story
Who We Are
LGP Tax & Wealth Management was founded on the belief that every individual and business deserves access to the same sophisticated financial strategies that were once reserved for the ultra-wealthy.
With deep expertise in tax law, investment strategy, and comprehensive financial planning, we partner with our clients to create tailored roadmaps that protect wealth, minimize tax liability, and build lasting financial security.
We are more than advisors — we are trusted partners committed to your financial wellbeing through every life stage and business milestone.
By the Numbers
15+
Years in Practice
500+
Clients Served
3
States Licensed
$50M+
Assets Under Guidance
“Our mission is your financial peace of mind.”
Credentials & Qualifications
Professional Certifications
Our credentials represent years of rigorous study, examination, and a continued commitment to the highest professional and ethical standards.
Certified Public Accountant
American Institute of CPAs (AICPA)
The gold standard in accounting, ensuring rigorous expertise in tax, audit, and financial reporting.
Certified Financial Planner
CFP Board
Comprehensive financial planning credential covering investments, taxes, retirement, and estate planning.
Enrolled Agent
Internal Revenue Service (IRS)
The highest credential awarded by the IRS, authorizing unlimited practice before the IRS.
Personal Financial Specialist
American Institute of CPAs (AICPA)
Advanced credential for CPAs who specialize in personal financial planning and wealth management.
Professional Background
Experience & Expertise
A career built on excellence, integrity, and a relentless commitment to client outcomes.
Staff Accountant
Deloitte LLP
Provided audit and tax compliance services to Fortune 500 corporations and high-net-worth individuals. Developed foundational expertise in corporate tax strategy and complex multi-state filings.
Senior Tax Advisor
Regional Wealth Management Firm
Led a team of four advisors delivering integrated tax and wealth planning for a portfolio of 150+ clients. Specialized in estate planning, trust structures, and tax-efficient investment strategies.
Director of Financial Planning
Apex Financial Group
Oversaw financial planning operations for a $200M book of business. Introduced holistic planning frameworks that reduced average client tax burden by 18% while improving retirement readiness scores.
Founder & Principal Advisor
LGP Tax & Wealth Management
Founded LGP to deliver personalized, fiduciary-grade financial guidance to individuals, families, and small businesses. Combining deep technical expertise with genuine care for each client's unique goals.