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 fulfilment 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.