An independent full-service financial planning firm providing clients with honest, ethical, and transparent financial services and products. We focus on comprehensive financial planning for businesses and individuals. Our planning includes investments, personal & business insurance (Life, Disability, Long-Term Care,etc.), retirement planning, education planning, business succession planning, and business valuations.

I am responsible for the management and leadership of the entire finance department, overseeing financial strategy and operations, ensuring financial compliance, risk management and the accuracy of financial reporting....

I am primarily responsible for the overall management of the company's financial operations, supervising the accounting team, and participating in financial decision-making, budget management, risk assessment and strategic planning....

My skills mainly include analyzing and interpreting financial data to provide decision support to management. Evaluate business performance, develop predictive models, conduct investment evaluation and risk management.