Results

I work with you on a personal level to determine the best solutions for your unique needs, then leverage my seasoned expertise to achieve the best possible results.

Relationships

I am  your trusted partner in success. I offer a full range of professional services at a fair price and give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, I am ready and capable to handle everything for you so you can focus on what matters most to you.

A Little about Me

My passion for tax and business planning was started during my 22-year+ career with the U.S. Marine Corps. I subsequently got involved in personal financial planning for individuals and families then with business entities, their owners and their tax planning. I have helped several major financial services firm conglomerates develop internal succession/exit processes for their representatives. I have also help start/stand-up/merge and wind-down several financial and other service businesses.

My education includes a BSBA in Business Management (obtained while on active duty in the Marine Corps). I am a Certified Exit Planner, an Enrolled Agent, and a Advance Certified ProAdvisor with Quickbook Online. I previously held the FINRA Series 4, 7, 24, 27, 53, 63 and 66 licenses.