Some time ago I decided to leave audit work because it dealt with after the fact financial history. I noticed there was a gap in the clients financial world for both taxes and finances. I wanted to use my 30 plus years of experience to improve everyone's finances not just record them.
Thus, 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.
I have integrated my CPA tax 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."
Bachelor of Science, Accounting, Rutgers the State University, Business School