Supervise team of accounting and tax specialists providing bookkeeping, tax preparation, tax planning, marketing consulting, business consulting, bookkeeping, Quickbooks training and implementation and audit representation.

An investment advisor representative specializing in the preparation of financial, business and retirement plans for individuals and business owners from all walks of life. Providing wealth management and investment advisory services for individuals . Preparation of investments, employee benefits programs, executive benefit programs, retirement plans and business advisory services. Utilize non-proprietary investment products and services to assist accredited and non accredited clients in meeting their financial goals and objectives. Conduct training seminars and workshops on various financial topics including retirement planning, college education funding, mutual funds, qualified retirement plans, annuities, life insurance, health insurance, etc.

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Assist individuals and small to medium sized businesses to assess and plan for financial needs and growth.