I am a financial professional and a CPA. I work with clients everyday and help them plan and organize their financial lives. I have developed a personal mission and passion to help others recognize that organized and orderly personal finances can reduce stress and allow us to enjoy the things that truly matter!
That may be something different for you, than it is for me! For me, it is spending time with the people that I care about, serving others and my relationship with God.
A question that I frequently encounter after a speaking engagement, is why there isn’t more sound financial advice and counsel available to those without million dollar portfolios! My passion is to help everyone be a better financial steward; whether you’re pulling in a seven figure income or barely making ends meet.
I hope to be able to share some of the financial and life wisdom that I have attained over the last 25 plus years in the financial industry with those who want to get their money and finances under control and experience the freedom to live life to it’s fullest!Let me know if there is something in particular that you would like for me to write about!
