Broker Check

My Qualifications

 I have been preparing taxes for individuals and businesses in the Galesburg, Illinois area since 1994 and have 4 years experience with one of the nation's leading CPA firms. My tax clients benefit from having a CPA prepared return but without the high cost that many firms charge.

When I added investment services to my practice in 1998, I asked myself: "What is the equivalent of being a CPA in the investment world?" I determined that the Certified Financial Planner (CFP) designation was for me. This designation increased my knowledge well beyond that which was required for a stock broker's license. Additionally, CFPs are committed to a strict code of ethics. Ethics is critical in today's financial world where oftentimes the products that pay the seller the most commission may not be the ones that are in YOUR best interest!

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to understand the complex world of both taxes and investing. Normally your investment advisor is no expert on tax preparation...and vice versa. I provide clear, easily understood explanations of taxes, financial products, and even life insurance. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I look forward to using my expertise to help you pursue your financial goals.

Have a Question?

Thank you! Oops!