History/Qualifications

As a Certified Public Accountant for the last fifteen years, I have assisted my clients with their tax preparation and planning needs. Now, as a Certified Financial Planner™ professional (since 2000), I can provide my clients with an additional level of service: positive, long-term investment guidance.

My primary focus will be on your interests. To this end, and to add value to your investment plans, I will be staying abreast of the most up-to-date research from the leading academic economists. I am and will continue to be in constant touch with the most current market dynamics. I attend the American Institute of Certified Public Accountants Financial Planning Technical Conference each year, and I regularly attend Dimensional Fund Advisors Conference and Financial Advisor College, as well as a number of other investment advisory courses.

Together, we will create a cordial, professional relationship into which I will bring not only my knowledge, but also my experience and integrity.

My business is all about building a relationship of trust. I will work to earn yours.