Financial and Investment Services in Independence, OH
Financial and Investment Services
Experience and Commitment
From my beginnings with public accounting firm Deloitte, to managing corporate tax departments in industry, to providing tax and financial guidance to small business owners, executives, and, finally, owning my own business, each step in my career was a building block to who I am today.
Serving my industry and community on various boards has provided me an opportunity to share my knowledge and learn from others. The Estate Planning Council of Cleveland, Northern Ohio Planned Giving Council, Blossom Hill Foundation, and Broadview Heights Community Foundation are some of the boards I have served on. I also served as President of the Chamber of Commerce in Broadview Heights for 5 years.
440-481-1853
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Worldwide > United States > Independence > Financial and Investment Services