Bearing Advisory was founded by a senior engineering and incentives advisor with deep experience across commercial real estate, multifamily housing, and energy-focused capital projects.
He has worked with:
Commercial and multifamily owners
Developers and sponsors
CPA firms and tax advisors
Institutional and private investors
His work has focused on federal energy incentives, building performance strategy, and incentive positioning; particularly where projects are complex, timelines are tight, and assumptions matter.
Professional Background
Before launching Bearing Advisory, the founder led and scaled a national energy incentives practice within a large advisory platform, building a multidisciplinary team of engineers, analysts, and project managers across the U.S. and internationally.
That experience provided first-hand insight into both:
What works well at scale
Where incentive programs are often misunderstood, oversold, or misapplied
Bearing Advisory was created to deliver the best part of that experience; senior judgment, technical depth, and practical guidance, without the volume pressure or conflicts that often accompany large platforms.
Credentials & Perspective
Licensed Professional Engineer (PE)
Extensive experience with federal energy and sustainability incentives
Deep familiarity with commercial building systems and retrofit strategies
Regular collaborator with CPA, legal, and finance teams
The firm does not prepare tax returns or provide legal advice. Instead, it supports defensible decision-making by ensuring technical conclusions align with tax positions and financial reality.