WHAT I DO
I am a CPA and financial advisor with over 15 years of experience (over 11 years as a CPA) that helps small business owners pursue excellence by providing actionable business and accounting information.
Providing a good life for yourself and your family is no doubt a major goal in your life. Helping you pursue this goal with less worry and greater ease is my commitment to you.
You'll find that I can take much of the worry and stress out of your financial life. I am ready to assist you in keeping your taxes as low as the law allows, building your personal wealth through sound tax, financial planning*, investment planning*, retirement planning*, designing recordkeeping and accounting systems that help your business function efficiently and profitability, helping you solve your business problems, and preserving your estate for your intended heirs.
THE SERVICE YOU DESERVE
Open communication is vital to a good client-accountant relationship. I want you to feel comfortable asking questions and discussing your concerns with me at all times. You'll find that I am a good listener - responsive to your needs and capable of meeting them.
Because I provide most of our services through fixed price agreements, you are not inhibited from seeking timely advice by the fear of receiving a large bill at the end of the month.
*Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.