CPA | CFP® · Founder
I started in healthcare as an orthopedic physician assistant. It wasn't the right long-term fit, so I pivoted to tax. I earned a Master of Taxation from ASU, passed the CPA exam, and spent several years preparing returns and doing tax planning for individuals, partnerships, and S corporations.
The more tax work I did, the more I saw how closely it connected to everything else: investments, cash flow, retirement, insurance. I got the CFP® designation and built Styra so I could handle all of it in one place.
The name is Swedish for "to guide." My great-grandparents were descendants of Swedish immigrants, and I grew up close to them. I wanted the firm to reflect that heritage.
Masters of Medical Science, Midwestern University
Master of Taxation and Data Analytics, ASU W.P. Carey School of Business
Certified Public Accountant (CPA)
Certified Financial Planner™ (CFP®)
Your tax strategy, your investments, and your financial plan are all built in the same place. A Roth conversion gets modeled against your tax situation before we move. A portfolio change accounts for what we're planning for next.
When one person handles all three, every decision is connected.
One advisor, one strategy
Your CPA and your financial planner are the same person. One conversation covers tax, investments, and planning.
Fee-only, always
No commissions, no product sales. You pay a clear fee for advice that's built around your goals.
After-tax decisions
Every investment move, every Roth conversion, every contribution is modeled for its tax impact first.
Member of
A 30-minute intro call to talk through your situation and see if Styra is the right fit. No pressure, no obligation.
Schedule a Conversation