Accountant with more than 20 years of experience in the accounting and tax industry have excellent attention to detail, critical thinking skills, and strong communication skills.

Truly multi-disciplinary firm with dedicated professionals in estate planning, income planning, wealth management & tax planning. Specializing in retirement planning, my main goal each and every day is to help families reach their retirement financial goals. I am a diligent educator of the retirement process. I believe in taking the extra time and care needed to educate my clients and help them understand this process and the solutions presented to help navigate their biggestretirement hurdles with ease. Whether helping with healthcare, to opening up guaranteed income streams, I go above and beyond – to find the best strategy for each client,...

I've been helping small businesses and individuals to make more profits, pay less taxes and keep more of the money they earn It's a challenge and a passion of mine.