I am a Financial Planner dedicated to providing you with quality independent financial products and services. I received a Bachelors in Finance from the University of Akron in 2005. I have since obtained my Life, Health, and Variable license in Ohio, and am a series 7 licensed securities representative.

Independent simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. This should be very important to you.

Equally important is my affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps me be efficient in the day to day activities. But most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.

Next you should know that you are very important to me. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me.

Please take the time to contact me at your convenience to learn more.

Our firm Tax & Accounting Professionals, an operating unit of BEST Tax + Accounting, LLC offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service.

we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:
•Income Tax Preparation for all types of businesses, and individuals
•Accounting and Bookkeeping
•Payroll (Checks Issued or Direct Deposit)
•IRS and State Audit Representation
•Business startup services
•Monthly bookkeeping
•Bank Statement Reconcilliation
•Financial statements - making sure your financial records are timely and accurate
•Retirement Planning
•Mortgage Banking

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.