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Our Company

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Our purpose is to aid individuals committed to the pursuit of financial peace of mind.

Our passion is providing our clients relief from financial anxieties and helping them to realize the peace of mind that allows them to sleep well at night.

Through a proven process of active listening, careful consideration of all factors, plan implementation and continuous review, we offer our clients direction and understanding with their financial lives while allowing the flexibility and independence of choice.

By combining over 30 years of experience as a Certified Public Accountant and Personal Financial Specialist with the knowledge base of multiple teams, we have helped hundreds of clients make wise financial decisions. This blending of a trusted tax professional and a financial advisor means that we can develop a comprehensive wealth care plan utilizing financial and tax-optimized solutions.