I am a Certified Public Accountant, Certified Financial Planner® Professional and Accredited Financial Counselor®. I have been assisting clients with planning and money management, preparing individual and small business taxes for twenty years.
Prior to that, I had a twenty year career in banking and regulation, as a National Bank Examiner for the U.S. Treasury Department, a bank consultant and as an employee of several commercial banks. I enjoy working with numbers and the intricacies of the tax code and regulations, but mostly love making my clients’ financial lives simpler and more satisfying.
I worked happily for seven years for a local tax preparation firm, but went out on my own when that company was sold to a large national firm, knowing I couldn’t continue with my very personalized service in that environment.
I hold certifications in financial planning & financial counseling and love to help clients to make good decisions on a broad spectrum of financial questions.
Specialties: Tax law & planning, Financial Counseling, Comprehensive & Project-Specific Financial Planning, General Financial & Business Knowledge