General Info

From the day I entered financial service, I have worked with a diversity of individuals as well as small to mid-size business clients. Our focus is on the individual business owner and the small business. By keeping my practice a small business, I have dedicated my professional goals to working closely with a local group of clients on an ongoing basis. This highly personal approach ensures my clients have grown with me and that I have acquired the special understanding of each client's needs that can result only from close, personal acquaintanceship. My background in wealth management has given me a unique approach to integrate and coordinate your business needs, personal investment goals, tax advantages and provisions, and accounting services. If you need just a simple tax return, we're there for you; but if you need a trusted business advisor who will help you maximize your tax strategy, grow your business, and plan your long-range finances, we're there for you too. And our services are all provided for a price my clients consider more than fair. Give us a call any time to discuss your tax and accounting needs. As local residents ourselves, we are always happy to assist the local community. And as always, your initial consultation is absolutely free. Available Saturday By Appointment