How I can help you
I am a financial planner who specializes in helping small business owners, self-employed individuals, and entrepeneurs. I have experience serving clients by setting up retirement plans, key-man insurance, and organizing their financial lives.
Areas of Expertise
- Accounting & Cash Flow
- Operations
- Strategy & Planning
Industry Experience
- Arts, Entertainment, & Recreation
- Finance & Insurance
- Professional, Scientific, & Technical Services
