Certified Public Accountant, Personal Financial Specialist (Financial Advisor)

I purchased this company in November, 1994. I am a certified Public Accountant and Personal Financial Specialist licensed in the State of Missouri. I have been a licensed CPA since May of 1992. I have worked in the Accounting and Tax fields since September of 1988. With my staff, equipment, and information resources at my disposal, you can be confident that you’re getting the best possible tax and accounting services at a reasonable price. I passed the Investment Licensing Exams in Jul...

I purchased this company in November, 1994. I am a certified Public Accountant and Personal Financial Specialist licensed in the State of Missouri. I have been a licensed CPA since May of 1992. I have worked in the Accounting and Tax fields since September of 1988. With my staff, equipment, and information resources at my disposal, you can be confident that you’re getting the best possible tax and accounting services at a reasonable price. I passed the Investment Licensing Exams in July 2005. I was awarded the PFS (Personal Financial Specialist) designation by the American Institute of Certified Public Accountants in August 2009. Investment clients include Individuals, Corporate Retirement Plans and