Biography:
I have over 25 years of business experience and started The CPAdvantage! LLC in 1997. The firm offers clients the advantages of unlocking the tax code and creating wealth through smart tax strategies. The Firm's clients benefit from a holistic approach to planning to utilize the best solutions to create and protect wealth.
I continue to receive training in financial, insurance and estate planning, and have acquired Life Insurance and Securities Series 7 license, and have earned the Personal Financial Specialist (PFS) designation by the American Institute of CPA's.
Not only am I the only Certified Tax Coach in NW Ohio, I am also the only Certified College Planner in the NW area. My affiliated company, The College Planning Authority, uses tax, financial and academic strategies to create cash flow for college.
- CPA-Certified Public Accountant since 1987
- CCPS-Certified College Planning Specialist since 2005
- PFS-Personal Financial Specialist since 2009
- CTC-Certified Tax Coach since 2010
- Licensed in Insurance and Investments
- Over 25 years Business Experience
Selected Professional Organizations:
Community Activities:
Hobbies and Interests:
-
Lifetime resident of the AW area and enjoy the local community events, sports and activities.
-
I enjoy tennis, skiing, scuba diving and the great outdoors.
- Enjoy scouting and teaching scouts about leadership, citizenship, responsibility and gratitude for great outdoors, all while having fun learning life skills important in becoming the best they can be.
- Rollerblading or hiking with my dog Guga.
