I have been practicing as a CPA since 1981. I started my career in Davenport Iowa with McGladrey and Pullen. I retired from McGladrey at the end of 2009 to start my own practice. 

 

I am a graduate of the University of Illinois with a Bachelors degree with honors in Accountancy. I also have a Masters in Business Taxation from Golden Gate University and a Masters in Financial Planning from the College for Financial Planning. My professional designations include Certified Public Accountant/Personal Financial Specialist, Certified Financial Planner®, Accredited Asset Management Specialist, and Certified Life Underwriter. I have a California Insurance License and FINRA Series 7 and 66 licenses.