We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Experienced wealth manager for over 25 years, working with individuals, families and business owners in the accounting and financial services industries. Skilled in coordination of all services needed to meet a client’s unique situation and reach the best outcome. Providing Income Tax Preparation, Bookkeeping, Payroll Processing,Bill Payment and Mail services, coordinate Legal document completion, Wealth Management, Asset Management, Securities, Fiduciary Services, and Investment Strategies.
Trained in high school and on the job by a local CPA in bookkeeping, payroll and income taxes. Trained on the job by BNY Mellon Wealth Management in fiduciary services, wealth management, investing and more. Additional training update courses taken throughout my career.
By combining this unique set of skills, I am able to see the big picture and provide the right solutions to my clients.