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Financial Planning

Senior Financial and Accounting professional with over 30 years of experience. I have a BA in Accounting and my background includes being a CPA, Controller for a fast-growing Manufacturing Company and Controller/CFO of the world's largest taxidermy company. I have extensive experience in Consulting to small and mid-sized businesses and wealthy individuals, mostly auditing, QuickBooks setups or corrections, cash flow management, and tax reduction issues. Love to solve problems and help others get over obstacles and plateaus in their businesses and person financial situations. I've been a long-term real estate investor / entrepreneur most of my adult life and am primarily interested in medium to large apartment complexes.

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$35/hr Ongoing

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Senior Financial and Accounting professional with over 30 years of experience. I have a BA in Accounting and my background includes being a CPA, Controller for a fast-growing Manufacturing Company and Controller/CFO of the world's largest taxidermy company. I have extensive experience in Consulting to small and mid-sized businesses and wealthy individuals, mostly auditing, QuickBooks setups or corrections, cash flow management, and tax reduction issues. Love to solve problems and help others get over obstacles and plateaus in their businesses and person financial situations. I've been a long-term real estate investor / entrepreneur most of my adult life and am primarily interested in medium to large apartment complexes.

Skills & Expertise

AnalysisAnnuity SalesCharitable Remainder TrustsReal EstateTax ReductionTrusts Estates Wills

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