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 & Finance
  • Business Plan
  • Management & Operations

Industry Experience

  • Accounting & Tax Services
  • Food & Beverage
  • Professional Services

Communication Methods

  • In Person
  • Phone