How I can help you
As a financial professional, I am to be a source of holistic financial guidance to help business owners navigate financial and business concerns within our community. I have a vast array of resources, from information on money management, financing, ownership transition, tax planning strategies, and options for sponsoring retirement plans.
Areas of Expertise
- Accounting & Finance
- Funding/Loans
- Management & Operations
- Strategy Development
- Tax Planning
Industry Experience
- Accounting & Tax Services
- Professional Services
