Services

As a Tax Professional with over 20 years experience my goal is to not only tailor your portfolio to be tax advantaged, but to be invested in only the industries you are comfortable with. If you don't want your money supporting causes you aren't comfortable with, we can make sure your investments only go to work for those companies that hold the same values you do.

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Small Business Ownership

Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.

Cash Flow Analysis

Analyze your cash inflows and outflows to make informed financial decisions for your future.

Charitable Giving/ Legacy Planning

I can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.

Portfolio Management

I work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Retirement Strategies

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Risk Management

I'll help you discover which risks to transfer to an insurance company and which risks can you manage yourself.

Have a Question?

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