This area’s only CPA AND Certified Financial Planner ^TM

I have been preparing taxes for individuals and businesses in the Galesburg, Illinois area since 1994 including 4 years of experience with one of the nation's leading CPA firms. My tax clients benefit from having a CPA-prepared return but without the high cost that many firms charge.

When I added investment services to my practice in 1998, I asked myself: "What is the equivalent of being a CPA in the investment world?" I determined that the Certified Financial Planner (CFP) designation was for me. This designation increased my knowledge well beyond that which was required for a stock broker's license. Additionally, CFPs are committed to a strict code of ethics. Ethics is critical in today's financial world, where oftentimes, the products that pay the seller the most commission may not be the ones that are in YOUR best interest!