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I have been a
practicing CPA since 1986 with experience in the “big eight”
and local accounting firms.
I started my own practice in 1999 specializing in
closely held businesses, entrepreneurs and individuals for
clients in various industries, including real estate, legal
services, manufacturing, high tech,
construction, retail, and a variety of non-profit
organizations.
As an investment advisor representative
of 1st Global Advisors, Inc. I help clients plan for their
retirement, life goals, insurance, and children’s education.
I am also a Certified Divorce Financial
Analyst who is trained to help a couple through the maze of
divorce. I will sift through the financial issues including
incomes, expenses, assets, tax issues, pensions, division of
property, and help you reach an equitable financial solution
that is fair to both parties.
"Securities offered through 1st Global Capital
Corp., member FINRA /
SIPC. Investment advisory services
offered through 1st Global Advisors, Inc. We currently have
individuals licensed to offer securities in the states of
Arizona, Florida, Massachusetts, and New Hampshire. This is
not an offer to sell securities in any other state or
jurisdiction."
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Contact Us Today!
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We
provide a free estimate at your convenience. If you’d like us to contact you and
set up an appointment
or if you want to
email me questions regarding a taxes, rates , please email us below and provide
us with the following info: Name, Company, Phone & email info
and we’ll get back to you as soon as possible.
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