With more than 20 years of experience in business management and tax, I can help you navigate the intricacies of the entertainment industry and the unique challenges faced by high-net-worth individuals. As your advisor, I will guide you through complex financial decisions and implement effective tax planning strategies tailored to your specific needs. I recognize the importance of safeguarding your assets, and I will protect your wealth by ensuring proper insurance coverage and minimizing risk.
I strive to develop long-lasting relationships with my clients built on trust, open communication, and a genuine dedication to their goals. They know they can come to me with any question or issue, and in turn, receive clear and concise answers and guidance.
Whether you need a complex financial model, assistance with budgeting, or advice on the most efficient use of frequent flier miles, I will go beyond to provide you with personalized solutions that align with your aspirations. I am passionate about your success and equipped with the knowledge and experience to help you thrive in this competitive landscape.
Fairleigh-Dickinson University, M.S. in Accounting
Brandeis University, B.A. in Economics
Certified Public Accountant, California