I'm a Financial Planner, CPA, and BFATM with an entrepreneurial background and a passion for helping people achieve their financial objectives as well as financial confidence. As a licensed Registered Representative and CPA, I bring a tax-efficient approach to my clients’ financial circumstances. As a small business owner, I recognize the value of innovative approaches to financial freedom. My decades of accounting experience and my entrepreneurial spirit have formed my philosophy - providing my clients with smart choices that will help them create a secure future.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.