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My Firm

I am a full-service tax preparation and investment firm (including term life insurance) committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. I believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

Please call me if you have any questions about my firm or the range of financial products and services I provide. Through my independent broker-dealer, I can offer recommendations from a wide variety of mutual fund companies, tailored to your specific objectives.

I also buy coin collections, bullion, and other antiques/collectibles from area residents. This is a separate business endeavor than my tax and investment practices, so please see the section entitled "Why Sell Your Coins to Me?" for more information.

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