Preston is a Director and Wealth Advisor at Wealth Management CPAs, where he helps clients build and preserve wealth through comprehensive, long-term planning. His focus is on developing integrated strategies that cover all aspects of a client’s financial life — financial, tax, and estate — ensuring that every detail works together to support their goals.
With nearly 20 years of experience in the financial services industry, Preston brings a depth of knowledge and perspective gained from roles at top firms, including Fidelity Investments, TD Ameritrade, E*TRADE, and Morgan Stanley. His client-first mindset and holistic approach allow him to guide individuals and families through all stages of wealth accumulation and preservation.
Preston holds an undergraduate degree in Business and Biology, blending analytical thinking with a practical understanding of complex systems — skills he brings into every client relationship.
Outside of the office, Preston enjoys snowboarding, mountain biking, riding motorcycles, and traveling the world. Most of all, he values time with his wife and three children, often exploring the outdoors together as a family.