I have been working with individuals and businesses in the area for over 35 years. Along the way I earned a Master of Taxation degree from Golden Gate University, have been a member of the tax section of the American Institute of Certified Public Accountants (AICPA) since it was formed, earning their Personal Financial Specialist designation, as well as other various professuibak designations. My CPA practice has focused on Closely Held Businesses and the high net worth families that control them.  With that experience I have become skilled in estate planning and serving as an independent trustee of a variety of Charitable, Testamentary, and Inter Vivo trusts. I hold various professional designations. I am licensed to sell a variety of investment and insurance products.

I am dedicated to developing lasting client relationships and creating personalized plans for a more secure financial future. My top priorities are to help you assess your financial goals and to help you participate in the management of your finances. 

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. 

I am looking forward to using my expertise to help you pursue your financial goals.