Financial Planning - Wealth Management - Investments

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

As a Certified Public Accountant (CPA) and Personal Financial Specialist PFS), I provides financial management solutions to clients including, comprehensive financial planning, 401k/403b Rollovers, IRA's, college funding, and retirement income strategies.

Starting with a comprehensive financial plan, tailored to your unique circumstances, my goal is to help you achieve financial success, no matter where you are in the life cycle.  Whether your concern is funding for college, paying too much in taxes or not having enough money to last through retirement, a comprehensive financial plan becomes your roadmap to financial sucess.