It’s all about being “Proactive” with your finances, accounting, tax strategies, investments and estate planning that matters for the new and ever-changing tax and law system we live in.

I left audit work because it dealt with after the fact financial history. I wanted to use my 30 plus years of experience to improve everyone’s finances, not just record them.

I expanded my knowledge by adding holistic financial planning to my tax experience. Now I can help you set up your personal and business financial goals by creating small and manageable steps. I will educate you, in plain English, to reduce your stress level, so you understand your options, make informed decisions, and take action.

In the past, I’ve audited large 401K plans for DOL required compliance. I leveraged this knowledge and obtained my CPFA designation. So, I could provide 401k plan advisor guidance to employers as well.

I have integrated my CPA tax and audit knowledge with my Financial Planning skills to provide you the best possible outcome.

So, let’s create a plan that’s “Geared to Strengthen your Financial Future.”