How I can help you

Expert in Financial advice and very knowledgeable in Business Planning. Bakery equipment sales and service business for 40 years and the financial planning business as a CFP for 10 years.

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Operations

Industry Experience

  • Accommodation & Food Services
  • Finance & Insurance
  • Professional, Scientific, & Technical Services

Communication Methods

  • In Person
  • Phone