I have been in the accounting and tax business both as a tax practitioner and CPA for over 20 years. In that time I became more and more interested in the Financial business as I saw many financial issues and errors come across my desk. My goal is to help people with their financial decisions before it becomes a tax issue – so they can plan effectively. I have been Securities licensed since 2000 holding series 7, 63 and 65 which allow me to buy and sell all types of securities and to work with clients in an advisory position. I specialize in providing comprehensive financial services and products that will effectively meet your needs. I work with both individuals and small business clients. I have worked with many people to help them invest using Modern Portfolio Theory which academics have found to create a disciplined and mathematical approach rather than listening to the emotional swings of the market. It was developed in the 1950’s by Harry Markowitz who received a Nobel Prize in Economic Science in 1990 along with William Sharpe and Merton Miller, and is still, in my opinion, the best way to invest for your long term strategies!
Structure will lead to clarity, insight and partnership as we work together through the many stages in life.
I also work with experts in the fields of Long Term Care, Estate Planning and Insurance to make sure that we’ve reviewed all aspects of life in your planning.
Education is key. I sponsor seminars and work with clients to understand the many aspects and options used in creating a Financial, Personal Plan.