Personal and Business Planning for Financial Success

Hello and thank you for visiting my website. Use this site as an important resource as you plan for your financial future. Please bookmark it now and return frequently, as I am constantly adding new material for your use.

After addressing the financial needs of financial institutions, government, and not for profit clients for 10 years as an auditor and consultant for one of the remaining “Big Four” accounting firms I understand the need for sound financial management and processes. I began my financial planning business in March of 1999 to help families, professionals, and business owners plan for and achieve their financial goals.
We  help our clients achieve the peace of mind that comes from knowing that their financial affairs are in order . We offer a process that allows you to crystallize your goals and objectives for your family and your business, and we work with you, and your advisors, to take action to complete that plan. With a commitment to honesty and integrity in all of our interactions, we will retain the confidence and trust of our clients.

I earned my Bachelor of Science Degree in Accounting from Georgetown University in Washington, DC. In addition to passing the national certified public accountant (CPA) exam, I am a licensed Life and Health insurance professional and a SEC licensed Investment Adviser.

I have lived and worked in the Baltimore-Washington Metropolitan area for over 20 years and have volunteered my time and resources to various professional, community and non-profit organizations. I believe that it is important to continuously enhance your professional skills and to exercise those skills in the communities where we live and work.

Thanks for visiting.