Income Tax Planning and Income Tax Preparation

Financial Counseling

Planning for Education Costs

Retirement Planning

Estate Planning

Charitable Giving Strategies

My goal is to provide personal attention to each of my clients, whether the client is across the street or across the globe. I advise clients in all areas of financial counseling. By focusing on the tax as well as the non-tax issues, I can help my clients see the whole picture. I look forward to having an opportunity to help you and your family.

Throughout my career, I’ve also regularly advised other professionals and their clients on a multitude of tax and estate planning issues. I’ve presented seminars to various groups and have had articles published on a wide range of planning-related topics.

Prior to moving to Richmond in 2004, my family and I lived in suburban Chicago. I attended the University of Illinois at Urbana-Champaign, graduating in 1987 with a Bachelor of Science in Accountancy, and the University of Illinois College of Law, graduating in 1990 with a Juris Doctor. In 1997, I earned the Personal Financial Specialist (PFS) designation offered by the American Institute of Certified Public Accountants. I am licensed as a Certified Public Accountant (CPA) by the State of Vermont and as an attorney by the State of Illinois.

I am a member of the American Institute of Certified Public Accountants* and the Vermont Society of CPAs*, as well as various local business associations, including the Richmond Area Business Association*. In March, 2007, I was elected Town Treasurer of Richmond*.

To learn a bit more about me, click here to go to my page on LinkedIn. You can also find me on twitter and facebook.

 

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