We all want the same thing—the confidence that we will be able to provide for ourselves and our families throughout our lives. Confidence can feel elusive or unrealistic in the complex and ever changing world of finance and taxes.
Just as in other aspects of life, confidence is achieved from repeated experience and working together with someone you trust who has the expertise and knowledge to educate and mentor you through.
In over 25 years of tax and accounting experience, I have worked with small business owners in a variety of industries— software development, real estate, retail, internet based businesses, construction, farmers, personal and professional services and legal practices. I have also served high net worth clients, individuals and families as they navigate through the myriad of decisions and opportunities that come in life.
Is Your Strategy Integrated?
Over the years, I noticed a pattern with business owners: they rarely thought about how their financial strategies integrated between their personal and professional lives. Decisions around salary, tax planning, leveraging, retirement, home ownership and investments were often made in silos, and they did not realize there were advantageous ways to integrate the two into one harmonious strategy. This holistic view is now a specialization in my consulting practice.
B.A. in Business Administration from the University of Washington, Seattle
M.S. in Personal Financial Planning from Golden Gate University, San Francisco
Licensed Certified Public Accountant (CPA) in California and Arizona
CPAs are held to the highest professional ethics
of integrity and continuing education