I have been professionally preparing taxes since 2002, and became an Enrolled Agent in 2005. For those not familiar with the distinction of being an Enrolled Agent, this is a professional classification overseen by the IRS, by the passing of an initial series of examinations on different areas of taxation and ethics, and then with continuing education to stay abreast of the complexities of the ever changing tax code. Enrolled Agents, CPAs, and Lawyers are the only professionals allowed to represent you in a tax examination or tax court. Beyond the broad knowledge of basic personal and business taxes, I have extensive focused knowledge in the area of aviation taxes, small business taxes, and taxes related to investments.
I became licensed to sell a variety of investments in 2007, after a lifetime of interest and passion of securities. If you have questions related to stocks, bonds, certificates of deposit, mutual funds, options, or other alternative investments, I would be honored to discuss these with you. I believe in helping you assess your financial goals, and working with you to manage your financial assets in a way that is personalized to your risk tolerance and investment objectives. I believe one of my primary responsibilities is to provide you with an understanding of the nature of your investments and the importance of having a diversified portfolio.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide to the eight wealth management areas is a roadmap to working toward a more secure financial future.
I am looking forward to using my passion and experience to help you pursue your financial goals.