***** I have been named a Five Star Wealth Manager by Connecticut Magazine December, 2011 *****
I have over 25 years of financial and tax planning experience.
After graduating from Post College with a BS in Accounting, I started my accounting practice in 1983. As many clients sought my advice regarding their financial affairs, I recognized the need for unbiased and objective financial advice. I became a Certified Financial Planner in 1992. In 2005, I joined HD Vest Investment ServicesSM.
My practice has grown to focus on the total financial plan - a unique, coordinated financial & tax planning approach which aims to increase my client's net worth while lowering their taxes.
As an experienced HD Vest advisor, I provide one-on-one customized financial planning, making it possible to objectively help my clients invest their assets, plan for retirement, plan for their children and/or grandchildren's education, manage financial risks and lessen their tax burdens.
- CPA - Certified Public Accountant
- CFP® - Certified Financial Planner
- Series 7 and 66*
- Life, Accident and Health Insurance
- Connecticut Society of CPAs
- American Institute of Certified Public Accountants
- The Financial Planning Association