ON A MISSION TO HELP YOU Achieve Financial....
With over 13 years of financial & tax planning experience, I've helped hundreds of individuals and families navigate their finances, managed millions of dollars in assets, saved clients thousands in taxes and advised clients from entrepreneurs, 9 to 5'ers to CEOs. And now...I'm here, excited and determined, to help you.
I'm a Certified Public Accountant (CPA) & Certified Private Wealth Advisor (CPWA®) on a mission to help you better align your financial lives with what matters most to you so you can make financial progress, find financial peace and live well today knowing you're also financially securing your tomorrow.
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