It Started with Two Books
When I was 12, my mom gave me Think and Grow Rich and Rich Dad Poor Dad. Something ignited in me, a fascination with how people build real wealth. I tried different ventures (baking, coaching). Most failed, but my entrepreneurial fire never died.
The Lonely Road
After graduating from Texas Christian University, I worked 60+ hours per week at a Big 4 firm, learning tax law inside and out. Yet I felt the quiet loneliness of carrying big decisions unseen by others, exactly what many entrepreneurs face. I watched successful clients overpay by tens of thousands while navigating those decisions alone.
Why HavenStone
The name came during one of those quiet moments when everything made sense. Entrepreneurs deserve a haven, a place to breathe, and a solid stone foundation of trust. My parents, both doctors, taught me the fulfillment of improving lives. My calling became clear: save people’s financial lives by protecting their dreams from unnecessary tax burdens.
My Promise
Work with HavenStone and you gain more than technical expertise. You gain a team who genuinely cares about your future and believes you don’t have to carry it all alone.
