With a background spanning 35 years in the tax and financial services industry, I am passionate about guiding clients through their financial journeys. My time in the United States Marine Corps taught me discipline and dedication, qualities I carry into my work every day. I hold a master's degree in taxation (MST) and a bachelor's degree in business administration from National University, equipping me with the expertise needed to tackle complex financial challenges.
As an Enrolled Agent, I have the privilege of practicing before the Internal Revenue Service, which enhances my ability to assist with tax planning and preparation. I also focus on overseeing the smooth operation of our company. Whether you are planning for retirement or running a small business, my goal is to make the financial landscape understandable and approachable for you.