President, Senior Wealth & Tax Advisor
Tax & Wealth Management Associate
Financial Services Coordinator
This certification identifies individuals who have met rigorous professional standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
What it means to you: I understand the entire spectrum of financial concerns and can help build a plan to address all of them.
A designation given by the American Institute of Certified Public Accountants that distinguishes individuals committed to protecting the public interest.
What it means to you: I can provide a unique perspective not only on your tax situation, but on the financial health of potential investments.
This designation identifies CPAs who are expert at helping individuals with all aspects of personal financial planning and wealth management.
What it means to you: I have both extensive tax expertise and a comprehensive knowledge of financial planning that can help you create more holistic plans.
This certification identifies professionals dedicated to upholding the highest ethical standards for the benefit and protection of the health and welfare of senior citizens.
What it means to you: I understand not only the unique challenges seniors face, but also the breadth of strategies to help solve them.
This designation is awarded to those professionals that can provide a range of emerging income-oriented investment options and related fiduciary responsibilities.
What it means to you: I have an extensive breadth of knowledge that can help identify traditional and non-traditional ways to generate income in any market.