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 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 (as well as with paying customers). Nothing better than the feeling of accomplishment when adding value to an investment or business while sharing memories with family.
My dream is to nurture a world that empowers others to succeed to 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 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
