I am a Dallas native with 30+ years of extensive experience in Corporate Financial leadership roles in Fortune 100 International technology corporations, as well as Mid-size private organizations as CFO. Alongside my corporate career, I have also worked with small business owners as a CPA and Tax Preparer for the past 18 years. Through market ups and downs, the one thing that is constant is that corporate bottom lines are not as important as the wellbeing of family and of leaving a legacy. I am putting all my focus inward towards building wealth and comfort for my family, and am enjoying helping others to do the same. My clients and I build strong connections, so much so that they stay with me for 15+ years.
If you are looking for someone who will listen to your goals and dreams and will enjoy planning and celebrating with you, then please give me a call. Let's build small family empires and grow them together!