Have you ever considered that managing your family’s finances can be just as complicated as running a business? That’s why most successful businesses have a Chief Financial Officer to help coordinate their financial affairs. I believe successful families need the same kind of support in financial matters. My role is all about serving you: providing the customized, individual service you need, just the way an expert corporate CFO would serve the Board and CEO. My goal is to take the stress and complexity out of managing your own personal financial affairs. New clients come to Moneta because they’re concerned about their financial future. Having first been exposed to Moneta as a client, I understand the concerns and expectations clients have, and provide the customized, independent service they expect and deserve. My job is to help identify issues and put solutions in place. A consistent, disciplined approach and sufficient time and resources to oversee a comprehensive financial plan are important for long-term financial success.Specialties: Certified Public Accountant, Family CFO Services