You need more than an accountant who can file your taxes and keep you out of trouble. You deserve better than a financial adviser who helps pick insurance or investments. You want a loyal and proven advocate who is in your corner no matter what life brings your way.
I have been honored to serve as an accountant and financial adviser to a few public company executives and high profile business leaders. Yet I am just as energized helping to launch a new start-up venture or assisting a non-profit organization that wants to improve its effectiveness.
I’d love to hear what’s going on in your financial and business life; please feel free to schedule a no-obligation introductory conversation,