In 1997, I graduated cum laude from Golden Gate University in San Francisco. Through the years I’ve gained valuable experience working for several local accounting firms and have acquired a wealth of knowledge from talented mentors.
In September 2017 I successfully completed the Financial Planning program through Santa Clara University. My goal is to pass the CFP national exam July 2017 – stay tuned!
I spend a minimum of forty hours per year in classes and seminars to stay current on the latest strategies, technologies and techniques for running today’s business and minimizing the impact of taxes.
Your time is valuable. You work hard to have the best. My goal is to help you stay on track and keep more of what you work so hard to obtain. Think of me as a business partner, whose primary interest is to ensure your success.
During my time off I enjoy spending time with my 13-year-old boy, gardening and volunteering whenever possible. I love to read inspirational books and if you’ve read a book that has profoundly changed your life, I would love to hear about it!