Senior Wealth Management Advisor & Tax Accountant Since 1998.
I help clients build financial confidence by focusing on their tax and wealth management concerns.
Accredited tax professional with diversified experience in accounting, business, financial analysis, software systems, and tax planning & preparation.
Credentials: Enrolled Agent, Accredited Business Accountant ®, Accredited Tax Preparer ®, Accredited Tax Advisor ®, NASD Series 7 Investment Representative, Life & Health Insurance Producer Licensed in TX and IL.