Experience and Commitment
From my beginnings with public accounting firm Deloitte, to managing corporate tax departments in industry, to providing tax and financial guidance to small business owners, executives, and, finally, owning my own business, each step in my career was a building block to who I am today.
Serving my industry and community on various boards has provided me an opportunity to share my knowledge and learn from others. The Estate Planning Council of Cleveland, Northern Ohio Planned Giving Council, Blossom Hill Foundation, and Broadview Heights Community Foundation are some of the boards I have served on. I also served as President of the Chamber of Commerce in Broadview Heights for 5 years.
What I believe
We each develop our beliefs about the world based upon our upbringing, surroundings, and values -- all which form and influence our views. Over my forty plus years in business, I have developed very strong beliefs and views of the world of financial planning. My experiences have changed my thinking and understanding over time.
I believe financial planning is about helping people change their behavior which, in turn, leads to people changing their lives for the better. Change requires understanding what you have, where you are, and what you hope to accomplish. I believe my leadership skills, genuine empathy, and technical knowledge enable me to apply the best skills, tools, and techniques needed to help accomplish your goals.
Our Process
Are you looking for more than just investment advice? I believe you should be looking for
a comprehensive and integrated financial and tax planning process.
Our Services
Years of experience have prepared us to help guide you through your life transitions.
A Taxing Story: Capital Gains and Losses