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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Rightsizing for Retirement

What does your home really cost?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow