Broker Check

Background

My company was founded upon principles that place the utmost value on my clients’ financial goals and objectives. I am in the business of building long term, solid relationships that are based upon trust and quality client service.

I am an experienced professional with a “hands on” approach to working with your business and/or personal tax financial planning and reporting. I am dedicated to providing the sound guidance, expertise and customer care that are required in every phase of my clients’ financial plans to be successful.

I am a Certified Public Accountant, licensed in the State of Arizona. In addition I bring 20 years experience as an Enrolled Agent, licensed to practice before the IRS.  With my accounting and tax expertise, I feel that I can offer the best of both worlds to your business or personal financial planning.   If you have any questions or would like to meet to discuss your financial plans, please contact me.

Thank you for exploring my Web site and becoming acquainted with me.