I started QOLity Financial in June 2010 with a goal of providing personal attention to a select group of clients, enhancing their quality of life. We "plan for more".My practice help professionals manage tax burden through proactive retirement planning and portfolio diversification. As a CFP and an Enrolled Agent with the IRS, my clients get expertise to help them understand present investment decisions and future tax implications.I specialize in helping individuals who have an identifiable retirement goal. I have extensive experience working with clients with complicated financial situations, including wealth transfer, pending retirement and dual income households.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to website section above). Series 7 and 63 held with LPL. EA services and QOLity Tax are not affiliated with LPL or QOLity Financial Services.

I worked with clients around the country, concentrating on retirement planning, portfolio management, tax and estate planning.I specialized in helping individuals between the ages of 35 to 75 with identifiable financial goals and had extensive experience working with clients with complicated financial situations, including wealth transfer, pending retirement and intricate income tax matters.

Summer internship within the insurance industry, helping individuals evaluate their risk exposure and develop insurance strategies to manage that risk.