I help my clients be stewards of two of their most important resources – their time and talents/experience
I’ve always had a passion for helping people with their personal finances. As an accountant, I was approached frequently by people with tax or personal finance questions. I found that helping these people was something I loved. Ultimately, this love for helping people with their personal finance questions is what led me to a career as a tax-focused, comprehensive personal financial planner.
Tax-Focused,
Stewardship-Minded,
Fee-Only Fiduciary Advice
Tax-Focused
Utilize the expertise of a CPA to ensure that the resources you're stewarding stay with you, while also being a responsible taxpayer.
Stewardship-Minded
Your money is simply a tool that helps you steward your time and interests - I help free my clients to do what they love!
Fee-Only Fiduciary
I don't get kick-backs from the companies I recommend, so you can trust that my financial advice is in YOUR best interest.
I am a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNERtm professional. There are only a little over 96,000 advisors in the US that have gone through the education, experience, examination and continuing education requirements to obtain the CFP® certification. Of these, only a small minority also hold a CPA license.
