Overview

As a CPA/PFS, I serve successful individuals who understand the wisdom of having a well-designed financial plan. I look at everyone as an individual with unique needs and build investment portfolios that make sense for that particular person or family. I have deep experience in addressing the important financial matters successful individuals face. I create a personalized plan designed to preserve your wealth and mitigate the impact of market risk, taxes and inflation.
I hope to find a firm of like qualities that is looking for a successor or buyout.


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6 months or more

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