Since 2002, our team has provided innovative, tax-optimized wealth management solutions through a process of focused execution and service excellence working together with you as your single team of advisors. Our value is rooted in our experienced team of a CPA, CERTIFIED FINANCIAL PLANNER™ professionals and financial advisors. With a broad understanding of your tax situation and your entire financial picture, our professionals are specially positioned to provide independent, objective wealth management advice to you, the client, to empower you to create the lifestyle you choose to meet the promises you have made to family, loved ones and the community. I will not ask or request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or via phone. Please ensure you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.