My interest in financial services began when I bought my first rental property years ago. I became fascinated with taxes, how they worked and the regulations behind them. That curiosity led me to becoming a Certified Registered Tax Preparer. Over the years, as I met with my clients, they started inquiring more about investments and retirement planning which led me to get my securities licenses.

I believe that my tax background has given my clients a better foundation for their retirement. I experienced firsthand how intertwined tax and investing can be. It has always been my goal to provide the most comprehensive financial advice to all my clients. Being able to see their entire financial picture allows me the opportunity to plan and utilize tax strategies wherever possible.

INTEGRITY. I was raised by parents who taught us the importance of being honest, responsible and being held accountable. I fully believe in the significance of choosing to do the right thing.

FAMILY. Creating memories with my family is what life is all about. I love to go on adventures together. Even better, is seeing the world through the eyes of my grandchildren.

HEALTH. Aside from my family, my passion is windsurfing. Whenever there is wind and a body of water nearby you can always count on seeing me out on the open water.