WHO I AM

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Experienced

I am CPA with over 20 years of experience in:
• All aspects of finance, from accounting to tax preparation to financial analysis
• Consultative sales with Fortune 1000 companies
• Project management for business process improvement

It is this unique combination of experience that has enabled me to help clients define their most important financial goals and create plans with concrete action steps.

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Committed to Success

There are many financial plans that have gathered dust on a shelf. Not any that I’ve worked on! Making continuous, incremental progress is key to your success. I will “bug” you from time-to-time to complete your action items. That’s my job. We will review your progress every 6 months – we can schedule your meeting just like your dentist appointments! I will track trends such as changes in interest rates and proactively notify you of opportunities to save money. That’s my job too.

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Altruistic

Helping people to rely on their own strength has been a guiding principal in my life. I have served as a volunteer to:
• Help adults learn to read
• Teach adults English as a second language
• Tutor at-risk young adults in high school subjects
• Help poor families complete their tax returns

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Helping Others Today

To continue to pay it forward, I am committing 5% of my company profits to contribute to an established financial literacy program.

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If you know of an individual or family who needs help with budeting or tax preparation and cannot afford to pay for these services, please let me know. There are several reputable agencies that help families in Chicago.

Thank you for participating in helping others to achieve financial literacy and self-reliance.

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