About Us

I started this practice because I believe good financial advice should be personal, proactive, and easy to understand. Too many people only hear from their accountant once a year at tax time — I prefer to be a year-round resource for my clients.

Background

I am a Certified Public Accountant with experience spanning individual tax preparation, small business accounting, and financial planning. My work has covered everything from single-member LLCs and sole proprietors to growing businesses that need more structured financial oversight.

My Approach

Every client's situation is different, so I don't believe in one-size-fits-all advice. I take the time to understand your goals — whether that's minimizing your tax bill, planning for retirement, or getting your books in order — and build a plan around them.

Credentials

I am a licensed CPA and a member of the American Institute of CPAs (AICPA). I maintain my license through ongoing continuing professional education, so my advice reflects current tax law and accounting standards.

Update this page from the Admin panel with your specific credentials, certifications, years of experience, and any professional affiliations you'd like to highlight.