I offer a unique blend of accounting, tax, and financial services for people and for businesses as well as estates and trusts.
Located in beautiful Vero Beach, I work with people throughout the tri-county area of Indian River County, St. Lucie County, and Brevard County along with the surrounding communities.
I specialize in looking out for my clients and guiding them through the maze of tax laws, investment opportunities and financial cornerstones to be considered. My clients are special and are treated with much respect and confidentiality.
I am delighted to still be serving clients that have been with me since I began my CPA firm in 1995.
Through the integration of my CPA skills with my knowledge and experience with financial matters, I am uniquely qualified to offer true financial and business solutions to my clients with no tax "surprises".
My clients benefit by receiving sound advice and recommendations custom-tailored to meet their individual goals and objectives.
I am dedicated to developing lasting relationships with all my clients. I will work with you to discover your financial goals and then offer real-world solutions to help you meet those goals.
One of the many benefits of working with me is my ability to provide clear, easy-to-understood explanations of financial products and services. My personalized program is your road map toward a more secure financial future.
Let's talk about building your nest egg, protecting you and your family, and receiving potential income for life.
"LOOKING OUT FOR YOU" is not just my slogan; it's what I do!