I started my career as an accountant for a small company. I then started my own bookkeeping firm and prepared personal tax returns. For more information about these services please contact us. Having a tax background along with knowledge about financial strategies is the best asset a financial advisor can offer a long-term, risk adverse and wealth oriented client. I have experience great changes in the industry since 1993. Helping families and seeking a long-term relationship is my focus.
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Senior Financial Advisor
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Senior Financial Advisor
I started my career as an accountant for a small company. I then started my own bookkeeping firm and prepared personal tax returns. For more information about these services please contact us. Having a tax background along with knowledge about financial strategies is the best asset a financial advisor can offer a long-term, risk adverse and wealth oriented client. I have experience great changes in the industry since 1993. Helping families and seeking a long-term relationship is my focus.
