We are Coulee Advisors

A "coulee" is a valley—a sheltered, protected passage through rugged terrain. At Coulee Advisors, our goal is to create that same safe valley for your finances. Our founder originally started this practice with a simple mission: to help friends and colleagues navigate the unfamiliar territory of sudden wealth, particularly when their businesses achieved major success. What began as a trusted guide for peers organically grew into a comprehensive advisory firm dedicated to supporting complex family offices and dynamic startups.

Advisory and Consulting Today, we bring extensive expertise in multi‑entity financial oversight, high‑net‑worth tax planning, and strategic advisory services. We apply a combined legal, tax, and operational perspective to help clients navigate financial complexity, optimize entity structures, and build scalable, compliant foundations.

Our deep technical capabilities span across individual, trust, partnership, and corporate taxation, built through senior advisory roles and by overseeing comprehensive financial and tax operations for privately held enterprises.

Credentials You Can Trust Our highly specialized approach is supported by advanced legal and tax training from Golden Gate University School of Law and the University of San Francisco School of Law, as well as licensure from the California State Bar. Whether you are a tech-driven venture or an established family office, Coulee Advisors is equipped to protect your wealth and guide your growth.

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