• May 1987 - Graduated from Rochester Institute of Technology with a B.A. in Accounting and a minor in Economics.
• 1987-1990 - Arthur Andersen & Co. tax department
• 1990-Present - Self-employed tax and investment specialist.

I was granted Enrolled Agent status with the Internal Revenue Service on September 26, 2014. An Enrolled Agent demonstrates a special competence in tax matters and therefore has been granted unrestricted rights to represent taxpayers before the Internal Revenue Service.

My business clients range from the local pizza shop to a pharmaceutical company with 800 million in sales. I have prepared a tax return (corporate & individual) for practically every state in the U.S. that has a filing requirement. My investment experience dates back to 1985 (Yes, I lived through the crash in October 1987) and have been very involved in the markets since. I am currently a Registered Representative with Cetera Financial Specialists LLC and an Investment Adviser Representative with Cetera Investment Advisers LLC. The addition of my Life & Health Insurance Producer license permits me to offer my clients a complete menu of financial and insurance services as they travel through this game called life.

If you would like to discuss your individual situation with me please contact me via phone or e-mail.