I am a seasoned Certified Public Accountant / Personal Financial Specialist (CPA/PFS) with over 40 years of experience working with small and medium-sized businesses along with their owners. My accounting, tax, and financial planning training plus decades of experience offers clients many skills to assist with improving their business and wealth profiles.
When I'm not helping others work toward their passions, I'm working on my own which include spending time with kids and grandkids on our ranch properties. I'm constantly making improvements adding additional exotic animals to our game ranches and sharing the beautiful outdoors with my family. It's hard to beat the feeling of accomplishment and satisfaction when adding value to an investment or business while sharing memories with family and friends.
My dream is to nurture a world that empowers others to succeed and make their own contribution. Join me in helping more business owners protect and utilize more of their hard-earned dollars to achieve their dreams. Contact me for a quick 20-minute introductory Zoom chat and let's see if we can bring tax savings and creativity to your business. Now is the perfect time to start implementing tax strategies so you can keep more of your hard-earned money and invest it in your own passion.
Licensing & Credentials
Services Offered
Tax Specialties
Where I Provide Services
