My Service Philosophy

Your money demands attention!

As a person's life changes so do one's goals. Communication is vital between you and your advisor in order to keep your money on track with your goals.  When is the last time you met your financial advisor to evaluate your goals?  Does the advisor integrate tax and financial strategies in order to help maximize returns? I help investment clients to define their goals, develop a plan and offer the tools necessary to help them pursue their goals. According to InvestmentNews, I am one of approximately 7,500 individuals that are licensed as both a CPA and CFP as of 2021. This allows me to serve my clients in a unique, personal, and comprehensive way. If you believe that income and estate taxes will impact your ability to reach your goals perhaps it is time to schedule a review meeting with me.

Tax Services offered through South Barrington Tax and Financial Services, Ltd.