
CPA and Consultant
Burlington, Vermont Area

CPA and Consultant
Burlington, Vermont Area
My priority is getting to know each client personally, which helps me to understand what is important to the client and the client's family. My clients often view me as their Personal CFO, helping with every aspect of their financial lives.
Income tax planning and preparation, higher education planning, retirement planning, estate planning, charitable giving strategies and general financial counseling.
(Accounting industry)
August 2007 — Present (2 years)
(Accounting industry)
January 2005 — July 2007 (2 years 7 months)
(Public Company; 5001-10,000 employees; HRB; Accounting industry)
January 1995 — January 2005 (10 years 1 month)
J.D. , 1987 — 1990
1983 — 1987
1979 — 1983