With a finance degree from The University of Northern Colorado, I bring 25 years of experience in helping corporations manage cash flow and investments. My career has been dedicated to providing strategic financial insights and solutions so that businesses can navigate their financial landscapes with confidence.
Since joining Professional Financial Services of San Diego in November 2006, I have focused on tax preparation and account servicing, utilizing my expertise to support our clients effectively. As a member of CTEC, I am committed to staying informed about the latest developments in tax and financial services. My goal is to offer clear, practical guidance that helps you address your financial needs and work towards your objectives. Whether you're seeking assistance with tax matters or looking to optimize your cash flow, I'm here to provide the support you need.