Over the last 34 years I have helped people who have been referred to me by friends and family. Our relationship started by working closely together to paint a picture of how they would like their future to look. As a result of this collaboration, we have become partners on the road to achieving their dreams. I draw on my experiences as a tax accountant, an auditor of cities and municipalities, and a manager of corporate finance. I incorporate the knowledge I gained in obtaining my undergraduate degree in Accounting, and my Master of Science in Financial Planning. I have put an emphasis on continuing to learn and master my profession as evidenced by the designations I have studied hard fo