Professional Designations and Memberships

• EA – Enrolled Agent
• CFP® - Certified Financial Planner 
• BA – Harvard College
• MS – Harvard University
• Certificate in Financial Planning – Boston University 
• Member – National Association of Tax Professionals
• Member – National Association of Enrolled Agents
• Member – Financial Planning Association

I have worked with clients in Greater Boston for over 25 years as their trusted financial advisor. My services include tax preparation and planning, Social Security benefit maximization, retirement planning, education planning and legacy planning. Life, disability and long term care insurance are offered as well. Perhaps you’re tired of paying the IRS every April or not receiving the refund you should. Perhaps you have a question about when to apply for Social Security benefits. Perhaps retirement is on the horizon and the options are complex. Find out why "seasoned is better than  seasonal." Call now for an appointment to discuss your personal financial situation and review the options that are best for your individual situation. .

Initial consultations are always complimentary.