Preemptive strategies. Proactive responses. The goal: financial victory

What’s peanut butter without jelly. 

Garfunkel without Simon? 

What’s a financial advisor without a tax specialist? 

Each on their own is good. Together, they’re dynamic.

Taxes and investments are inextricably linked. In fact, taxes are the biggest drain on your investments. You can’t affect one without influencing the other. So having both specialties in one office, in one person . . . that adds up to better, more realistic, financial solutions. And less calls and running around for you.

Clear your head. Calm your nerves. No prescription required. Just an appointment. 

It starts with your questions. Because everyday life comes with what-ifs. What if I lease a car vs. buying it?  What about college loan debt?  Does a Roth IRA make sense for us?  What is the penalty for removing a mattress tag? 

We’ll help you understand the ramifications of decisions before you make them. Because each decision comes with the opportunity to reduce your tax burden, avoid financial pitfalls and build your nest egg.

Your brother-in-law may know brisket. But as well-meaning as he is, he doesn’t know investments. Let alone tax code, IRS law or estate planning.  

My job is to allocate your family’s limited resources among all your family’s needs, wants and goals. With your best interests in mind. That’s my fiduciary duty. 

My education and experience in economics has given me a broad base of knowledge. 

Taxes and investment soon became my specialty. With more than 30 years of tax and financial experience, twenty years of marriage, 4 kids, I’m well-versed in the practical application of tax and investment for your family or business.