I am a career financial professional with deep expertise in accounting, taxation, investment, and insurance analysis, as well as raising capital for several investment management firms. I have a long track record of working with, and in, single and multi-family offices.
I am an Enrolled Agent with the IRS as well as a CPA (on inactive status). Additionally, I have a Masters in taxation.
Working with, and my relationships with clients
Excellent insights into investment vehicles. Great products. No hard sells. Highly recommend!!
My fee's are charged by retainer, hourly, or by the project.