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About Us

Philosophy
For me, the Sy Syms axiom, “An educated consumer is our best customer” survived long after his passing in 2009. Too many seek the quick sale and then on to the next client. You have all heard the term “commission breath.”


What makes us different is an understanding that our role is stewardship NOT salesmanship and as such place the highest value on what matters most to you. WHAT YOU DO TODAY DETERMINES YOUR TOMORROW!


The WHY
Your life is not static, and neither should your financial road map. Therefore, part of our ongoing process is to identify ways to cushion against Critical Financial Events. These are events that could render a financial road map as irrelevant, so our process is designed to constantly monitor your critical life and financial events to keep your plan on track.


My vision is to show people innovative and tax efficient strategies to help improve their financial future by minimizing risk and maximizing return.


Having my own CPA firm for almost 40 years a common prevailing theme I heard from clients as their trusted professional centered around incorporating a financial component into my practice. In 2006 I added my insurance license.


I advise business and individual clients on how to improve and maintain their income and quality of life while reducing their risk. My focus is in building client relationships by concentrating on the different needs and risks each client faces and working with a client’s other financial professionals (i.e., attorney, investment professional) to determine the appropriate solutions which are right for them to choose from. This collaborative approach enables me to provide the best service and value to my clients by linking them to other resources that can help create the results they are looking for.


I am skilled in developing strategies designed to assist clients with protecting their assets and minimizing taxes. Helping businesses and families of all ages and backgrounds prepare for unforeseen life-changing events which is the heart of my work feeds my innate desire to help others. My strategies involve coordinating all aspects of the financial world to ensure that we work toward your common interest. It is our job to identify the process and help you work toward your goal of living the life you imagined.


How I Work

I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate our clients about financial concepts and products, and take the mystery out of insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.

Primary Purpose

Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

I invite you to discover and experience the power of my services. I believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from goal setting to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, I strive to anticipate and address those situations as they occur. I want to help keep you on track toward a meaningful and purpose-driven financial future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From retirement to insurance, the decisions can be overwhelming.

Client Centered

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances strategies for preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with our clients to evaluate those opportunities and reap those rewards. 

I invite you to check out all the material on my website. If something prompts a question, please send me an email or call the office. 

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