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About
Me
I have been in the financial and accounting
profession since 1977. My experience includes public
accounting with local and regional accounting firms, controller of a major
agribusiness marketing company, financial planning and investment
advising. I started my own tax and financial planning firm serving
residents of Maryland in 1998.
I hold a Master of Science in Financial Planning.
I received my Certified Public Accountant license in 1979 and the
Certified Financial Planner™ designation in 1987. I also hold the
Chartered Financial Analyst designation from the Association for
Investment Management and Research. I recently received the
Chartered Life Underwriter designation from the American College.
I have broad experience with clients from many
professions and industries including healthcare, law, consulting,
agribusiness, manufacturing, marketing, retail, financial services, real
estate, construction and government.
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