My mission is to help you define your retirement goals, improve your financial security, and minimize income taxes.
As a Chartered Financial Consultant®, Retirement Income Certified Professional®, and a Chartered Advisor for Senior Living®, my training includes all aspects of the comprehensive financial planning process with a focus on the unique challenges of planning during retirement. All of these designations from The American College require adherence to a strict code of ethics, as well as experience and continuing education requirements. In 2016, after completing the required exams, I received the Enrolled Agent credential from the Internal Revenue Service. This means I have earned the privilege of representing taxpayers before the Internal Revenue Service and am highly qualified to prepare your individual, estate, and business income tax returns.