HAVING A GREAT PERSONAL CPA IS A CRUCIAL PART OF SMART FINANCIAL PLANNING.
Here’s what sets my practice apart:
Education: As a Chartered Financial Analyst (CFA), the Gold Standard in the investment industry, I’m one of a handful of elite CPAs nationally who holds this designation, making me uniquely qualified to understand your financial investments and retirement planning, as well as other typical individual tax concerns. I also hold a designation as a Certified Financial Planner (CFP).
Experience: In my +20-year career as a CPA, I’ve helped hundreds of retirees with their retirement and other tax planning concerns and as an independent business owner, I’ve been doing things "my way" for more than fifteen years, professionally.
Process: All my clients start with a quick phone call for an initial needs assessment. Our first scheduled appointment explores their financial landscape while identifying goals and concerns. With that information, I can usually find them big ways to save more money for today, tomorrow, and years to come.
Current Environment: The landscape is always changing. The Tax Cuts and Jobs Act of 2017 was a boon for many Americans that drastically simplified filing. However, it also dramatically changed the tax landscape for both retirement and non-retirement accounts. The potential impact of the Secure Act will further muddy the waters for retirement investors and their advisors. I’m here to help. Check my blog for more info and updates as they come available.
Local: As a Knoxville-based CPA, I don’t have to do business face-to-face, but an advisor relationship is built on faith and trust. That’s why I keep client meetings face-to-face as often as possible.
