Mission

Being a 25 year professional as a CPA, Advisor and Insurance Agent, I have vast experience in financial services. I help clients with a variety of products and my background is perfectly suited to help you with all your financial needs. In doing so, I will prepare your estate plan which is signed off by one of our affiliated attorneys (via a membership group). All this to ensure you are getting the best possible service.

To give you the highest quality service so you feel comfortable that your estate plan meets the needs of you and your family. These include: maintain control while living, knowing the key person to distribute your estate and to minimize expenses for the whole process. The major obstacles to avoid are: probate, excess fees & estate taxes.

Vision

My vision is to smoothly move you through the process so that you have the understanding and the confidence that your estate plan will stand the test of time and provide your family with the goals you set out for.