Qualifications

I have been working with individuals and businesses in the area for many years.

I am a Certified Public Accountant and Certified Divorce Financial Analyst withe over 30 years of experience serving both individual and small businesses. In addition I am a qualified representatives, licensed to sell a variety of investments and investment products.

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I am looking forward to using my expertise to help you pursue your financial goals.