I am a seasoned professional with over 25 years of experience in small business management, real estate, business operations, financing, and tax advisory services.
As a proud alumnus of Curry College, my educational and professional experiences have honed my expertise, allowing me to become a trusted advisor and educator for small business owners.
I am a licensed Enrolled Agent (EA) and Certified Tax Advisor (CTA), reflecting my deep knowledge and commitment to helping clients navigate complex financial landscapes. My passion for small businesses is matched by my love for baseball, where I apply my keen interest in stats and strategies to both fields, believing that data-driven decision-making is the key to success.
Throughout my career, I have been dedicated to empowering entrepreneurs, providing them with the tools and insights needed to thrive in competitive markets. My comprehensive approach combines financial acumen with strategic planning, ensuring that my clients are well-prepared for sustainable growth and success.
Licensing & Credentials
Services Offered
Tax Specialties
