Hudson, NY Meeting: In-Person Only

I am a teacher at "heart". Whether I'm explaining a new diagnosis to a patient or a tax-saving strategy to a business client, impacting someone's life practically is my passion. I live on a horse farm with my husband and two boys. When I'm not working, you can usually find me cooking or playing soccer Mom. One of my favorite quotes by Mark Kohler is: "Try to find a reason to take a deduction, not a reason NOT to take a deduction" It is very frustrating when your tax professional says "no" to your suggestions, especially when you know it's an appropriate strategy. I welcome clients' ideas and enjoy their excitement when I work with them to find the best strategies to save money!

Licensing & Credentials

CFP - Certified Financial Planner

Services Offered

Tax Specialties

Agriculture Real Estate