To me, there is nothing more rewarding than working with a client to develop a comprehensive plan that fits their unique lifestyle.
Where I truly bring value to my clients is the opportunity to manage their investments and taxes under one roof. As an IRS-recognized Enrolled Agent and authorized E-File provider, I provide my clients the opportunity to receive quality in-house tax preparation in addition to our comprehensive list of financial services.
Outside of work, you can find me chasing around my family, enjoying our beautiful lakes, or tinkering on my Jeep Wrangler. Give me a call today to learn about the value I can bring to your investments (or to hear about the time he played pickup basketball with Joe Montana – true story!)