My History
Years of experience have prepared me to guide you through your life transitions.
My Values
Trust. Honesty. Integrity. I believe values matter, and I live by mine every day.
Who I Am
An alumni of the University of California at Santa Barbara, I started my Certified Public Accountant practice in 1989 and bring over 40 years experience working with clients to file their tax returns and minimize income tax obligations through careful tax planning. In addition, I have over 17 years of experience in financial services. As a CPA with the Personal Financial Specialist designation from the American Institute of CPA's, I assist clients manage their investments, perform tax planning services, and generally help clients achieve their life goals. Having one person that covers both taxes and investments is a key benefit of the services offered. I bring a wealth of knowledge and experience that addresses your needs of today and the future. I look forward to meeting and working with you.
Discover Hidden Opportunities
By working together I can help you plan for the future. Through thoughtful planning, opportunities that may not otherwise be visible are often times discovered. Planning is a life-long goal. Your plans will change as life unfolds and I will be there to assist you and help you navigate those changes.
Where do you want your financial roadmap to take you?
My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals.