About
Certified Public Accountant and Accredited Investment Fiduciary (AIF) with over 22 years experience, brings his clients a breadth of strategic financial and practical expertise. He has distinguished himself as a creative problem solver, drawing on his knowledge of accounting, investment and pension-planning to help clients create optimal structures for their businesses including tax-favored pension plans. As an Accredited Investment Fiduciary (AIF) for pension plans, he strives to help reduce or limit fiduciary liability for owners of pension plans. He takes pride in developing custom solutions for every client, whether it involves tax planning, creating large or small pension programs, or simply offering sound advice about a current problem.
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