Ten Talents
Build a Plan and Put it Into Action
As a CPA and CFP® Professional I adhere to a strict code of ethics, education, and skill requirements. My 20 plus years of experience in accounting, taxes, and personal finance will be used to guide my clients as they make personal financial decisions. CFP® Professional’s work in the best interest of their clients. I will use my attention to detail and commitment to process to help you stay organized, hold you accountable, and partner with you to help you achieve your best life.
In addition to my CPA and CFP® I also have my series 7 and series 66 security licenses.
For Every Facet of Your Life
Your financial needs go beyond investing, so we do, too. Our expertise doesn't stop at tax planning; we also guide you through major decisions, and more. We’ll create a roadmap that reveals choices you didn’t know you had, manage it through life and market changes, and even help execute your plan.
The Highest Level of Financial Planning
Our work begins with a relationship. Whether you have assets or not, you’ll be working with a professional who will get to know your financial life story. We view financial management as just one of many tools for achieving financial success. You'll have the opportunity to work with a dedicated advisor who can help you understand the benefits of tax and finance planning, help you create a flexible plan for your full financial picture, and provide you with personalized service.