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Certified Public Accountant (CPA)

Certified Private Wealth Advisor (CPWA)

12+ Years Experience Advising Clients on all things tax, personal finance, investing and business ownership

Previously worked for the #1 Team in Finance, at the time, according to Barrons

One-on-One Sessions  

One of the best ways to help clients navigate through all their financial questions and concerns is through one-on-one personalized planning calls. 

The focus and mission of these one-on-one sessions will be to...
          Get an understanding of your current financial picture
          Identify what financial goals you have for your future
          Educate you on your options 
          Help you determine what action steps to take to achieve your current and future financial goals

Topics include but are not limited to...
         Personal Finance and Financial Planning
          Investing
          Tax & Tax Planning
          Retirement Accounts
          Budgeting & Saving
          Saving & Planning for Kids
          Generational Wealth & High Net Worth Financial Planning
          Charitable Planning         
       
I have intentionally only allotted 60 minute time slots because I have had hundreds of introductory calls over the years with new clients and know that you barely scratch the surface within 30 minutes. 


Schedule Call 

60 Minute 1:1 / $147

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