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.
My mission is to help you define your retirement goals, improve your financial security, and minimize income taxes.