Just like you, I want to earn a living so I can take care of my family, enjoy life and spend time doing the things that really matter to me. Ok, except I like spreadsheets and flow charts and you may not.

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Look, you have lots of choices here - the CPA firm located in the Georgian manor downtown, the Franchise in the strip mall with the mascot dancing on the sidewalk, or you can hire me. Heck, you could do it yourself. But if you want to save time and money, and do the things you like to do, clearly, I'm your best choice. Lower cost than that office with all the mahogany, much more personal than the strip mall, and a boatload of integrity and experience comes with me, naturally.

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I grew up in a family of small businesses. Practical knowledge and experience that I can put to work for you. Oh yeah, and I took some accounting courses in high school and college. And I've earned the IRS's highest credential, Enrolled Agent. Big deal.

I've been in financial services since 1994. My passion is financial planning, and helping people to understand how to make the most of their time, money, and relationships in order to live the life they want. And guess what one of the biggest obstacles of financial independence is? Right. Taxes.

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I can't promise you a tax free life, but I can commit that when you engage me to help you with your tax return or your comprehensive financial plan, I'll go the extra mile to ensure you make the most of your money. And I'll keep the spreadsheets mostly to myself.