I have been advising clients as a CPA and PFS for 14 years.  Our firm specializes in fee only financial planning and wealth managements services with special attention to tax planning.   As a CPA, I do tax planning and business accounting for individuals and closely held businesses. I work with a variety of industries but specialize in issues concerning Veterinarians.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA/SIPC.