Advising clients since 1994, my focus is on advanced tax, investment, and business advisory.
I also host Fierce Fiduciary Podcast
Taxes are typically your largest single expense each year. Your business is probably your largest single asset. By working in a team-based model, alongside CPAs and several dozen specialists, I help develop coordinated strategies that seek to:
- Reduce unnecessary business expenses & investment expenses
- Reduce tax costs personally and in your business
- Reduce risks to the achievement of your goals
If you are still paying over $100,000 in Federal income taxes or have a complicated puzzle that needs solving, please reach out. Our network of specialists may be able to help.
I am a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients.
Recently, the standards and education organization that oversees my certification changed their name, from the Investment Management Consultants Association® (IMCA®) to the Investments & Wealth Institute®.
Please review this brochure for an outline of what the CPWA certification is and what it takes to earn certification, including the four “E’s”: education, ethics, experience, exam.
What I would like to highlight to you is the Continued Competency aspect of my CPWA certification and my professional practice in general. I regularly fulfill forty hours of continuing education credit hours necessary for my CPWA certification, including 2 hours of Ethics continuing education.
I welcome any questions you may have about my professional certifications like CPWA. If you would like to learn more about the international organization behind the certification, visit the website of the Investments & Wealth Institute www.investmentandwealth.org or for investor resources, www.investmenthelp.org.