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 30 years experience working with clients to help minimize income tax obligations. In addition, I have over 10 years experience in financial services where I help clients manage their investments. 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 working with you for many years to come.
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.