We are a full-service tax and wealth management firm committed to helping people pursue their financial goals. As a financial advisor who is also a CFP®, Certified Financial Planner, and a CPA, Certified Public Accountant, I started this firm to help people create a plan to pursue their vision of the future using tax and financial planning strategies.
Providing comprehensive tax and financial planning strategies means I look at the "big picture." For individuals and families, the "big picture" plan provides for the family's current goals and future legacy. For business owners, the "big picture" plan looks at the best course of tax and wealth management for the owners of the business, as well as the business itself. Our strategies make the best use of available resources which provide the best option to increase retirement income, save taxes, and consider all goals and special situations. We will work with you, step by step, towards the destination of your goals through the creation of a financial plan with a tax efficient strategy personalized for you.
My firm has been serving individuals, families, and businesses locally and around the United States for over 30 years. My team is comprised of tax and financial professionals with years of industry experience. I have built my firm on a core of Christian faith and a commitment to the best interest of my clients. We are here to help you pursue your goals, establish financial security, and preserve what you've worked so hard for throughout your life.
As a team of women, we specialize in helping women in transition who are experiencing a significant change in their lives. Whether it is the joyous occasions like marriage or the birth of a child, or the unforeseeable tragedies such as becoming a widow after the death of a spouse or coping with a divorce, we are here to support you throughout these major life events. We will walk with you, step by step, to develop a plan and an appropriate course of action.