I Am More Than a Financial Planner
In addition to being a practicing CPA, I am accredited by the American Institute of Certified Public Accountants (AICPA) as a Personal Financial Specialist (PFS). The PFS accreditation, established in 1987, is awarded only to Certified Public Accountants and, accordingly, represents the highest professional standard of any financial planning credential. To date, it has been awarded to less than 1% of CPAs nationwide.
2012 begins my 25th year in practice as owner of my firm. I am uniquely positioned to serve as your financial planner by incorporating my knowledge of tax laws and your overall tax situation as a road map to develop financial strategies that offer tax efficiency and peace of mind. The relationship between knowledge of individual and estate tax laws and effective financial planning cannot be understated. My experience as a CPA enhances my ability to help you make wise decisions about your financial future.