
Contact Judy
Judy specializes in strategic tax planning and compliance for high-net-worth individuals, small business owners, and corporate executives. Her focus is on helping clients keep more of what they earn and navigate complex financial decisions with confidence. She offers deep expertise in areas such as executive compensation, real estate investments, and mergers and acquisitions—guiding clients through transactions and transitions with clarity and precision.
Clients can expect thoughtful listening, insightful questions, and clear guidance. She takes the time to truly understand each client’s unique financial landscape—then apply that insight to help them make well-informed, strategic decisions. Whether it's navigating ownership transitions, optimizing stock options and equity awards, or handling real property exchanges, she brings both technical expertise and practical perspective to every situation..
Outside of work, Judy is actively involved in her community and is especially passionate about supporting women's sports. As a longtime basketball and soccer player, she still loves the game — whether it's cheering from the sidelines or mentoring young athletes. It's a great way to stay connected and give back.