Broker Check

2770 Indian River Boulevard
Suite 301
Vero Beach, FL 32960

Combining Accounting, Tax, Financial Services

(772) 778-1922

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

"Looking Out For You" is not just my slogan; it's what I do!

When you work with me as your CPA + Financial Advisor, you can be sure that I am looking out for you. We'll begin by learning about your needs and your concerns. Through my custom and personal approach, we will then identify the appropriate amount of accounting work, tax services, and/or financial services that are best suited to address your needs and concerns. 

As a CPA, I offer complete tax planning and tax preparation services for you, for your business, for an estate, or for a trust; accounting and bookkeeping services for your small business; QuickBooks set-up, training and ongoing support; and advisory services for your new or existing business.

As a Financial Advisor, I want to know about your financial concerns and your financial goals. What keeps you awake at night? When you work with me, we will develop a plan together to address those concerns and goals. Next, we will put that plan into action through the strategic selection from the comprehensive menu of investment services that I offer.  Whether you are concerned about providing for your family if something should happen to you, you're concerned about future college expenses, you're concerned with safeguarding your current retirement income, or you're concerned with having enough income to retire in the future, I care about your concerns and I want to help you.

As a CPA + Financial Advisor, I am uniquely qualified to offer integrated solutions for all your accounting, tax, and financial needs. My years of training and experience coupled with my genuine devotion to helping my clients are just some of the reasons why clients have stayed with my firm for the past 5, 10, 15 and even 20 years.   

With the office conveniently located in Vero Beach, clients who live in Vero Beach, Sebastian, Micco, Barefoot Bay, Malabar, Palm Bay, Fort Pierce, and Port St. Lucie find it easy to enjoy face-to-face meetings with me. 

Call (772) 778-1922 or use the contact form on this site to get more information or to set up an appointment. The sooner you get started, the sooner I can start looking out for you!  


Helpful Content

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

View all videos arrow