I measure success by your ability to persevere and thrive through all cycles of business, life and the financial markets.
I’m lucky to have a front-row seat to my clients’ financial and non-financial lives, to help prepare and implement their plan towards their goals, and see the impact over time.
Over 40 years ago I began my career as a business and tax consultant at Deloitte, where I learned the fundamentals of tax and finance. Over the last 30 years in my practice, I’ve studied the art of financial, investment and tax planning, thanks to some of the greatest teachers, my clients.
A Financial and Tax Expert
I start with the fundamentals, your financial data, to understand your objectives, financial situation, and tax picture.
I’m a licensed Certified Public Accountant (CPA) and Personal Financial Specialist (PFS®). I’ve provided integrated accounting and financial planning services in the Charlotte area for over 30 years.
I work with individuals, families, and solo business owners on tax, retirement, insurance and investment planning. I hold a Certified in Financial Forensics (CFF®) credential and I am called frequently to assist in complex financial matters and legal cases—analyzing large and complex bodies of data to extract critical information.
I am a member of a number of industry organizations to stay up to date on current tax and planning topics, and best practices.