I am a CERTIFIED FINANCIAL PLANNER™ professional since 1990, and currently an Investment Advisor Representative with Cetera Financial Specialists, LLC.
My career began in 1978, preparing income tax returns. In 1985 I expanded my practice to include financial planning services. To further my knowledge of tax matters, I became an Enrolled Agent in 2011. I must adhere to strict code of ethics and maintain continuing education as required by each organization.
I have the ability to provide a wide range of services which include investing for wealth accumulation, education, retirement and estate planning, life insurance and long-term care insurance, as well as income tax preparation.