
CFP® | Chief Compliance Officer @Protocol_Wealth Fiduciary, non-custodial crypto-native wealth & treasury management SEC-registered RIA
Colorado, USA
Joined August 2019
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In 2020, most advisers were asking how to add bitcoin to a portfolio. I was asking what advice would look like when people earned, held, and built wealth onchain. That financial life now exists. We built Protocol Wealth to serve it.
@protocol_wealth
You paid the tax when your token was worth $2. Today, it's worth $0.80.
The token price fell 60%. The tax calculation did not.
More than an investment problem - taxes, liquidity, concentration, and every future unlock decision.
A liquidity event can change your net worth overnight—but it doesn’t create a life plan.
Start with: What does this wealth need to make possible? Then plan stock sales, option exercises, taxes, cash flow and risk around the life you want to build.











