I have been a Certified Public Accountant for over thirty-five years.  I also have a Master of Science in Taxation degree and am a Certified Specialist in Estate Planning.  I am the son and brother of small business people, and I have worked in the private sector.   Because of this mixture of education and personal experience, I am able to bring a unique insight into my clients' needs and situations.

I work with each and every client, and so I am able to provide them with close, personal attention. This close relationship, along with being very rewarding, also enables me to advise them as they encounter the day to day situations that make their financial lives challenging.  My firm's success is a result of my clients' success.

As a solo practitioner who runs a small business as do many of my clients, I understand the challenges that small business owners and managers face.  On a more personal level, I pay taxes, have employees, and juggle my work life with my family life.  I also know the importance of planning for retirement as well as planning for my children's and grandchildren's future. 

As you can see, the personal assistance that my clients receive comes from real life experience as well as years of advanced training, technical experience and financial acumen.  I will continue to invest time and resources in professional continuing education, state-of-the-art technology and extensive business relationships.  My clients deserve nothing less.