I knew we are all surrounded by the same problems in financial markets and lack of investor knowledge.  All the people I work with (you) are smart, successful people in their own right and while most everyone has money invested in the market, I’ve rarely met anyone that can say they are 100% confident about what they’re doing and why when it comes to investments.  So I sought out on a journey to find a way to help people solve these problems and that journey is now complete.  I have found an organization and created a strategic alliance that is going to change the way people look at problems in the financial markets.
 
I am not selling!!  I am saving my clients from typical Wall Street unknowns and misconceptions.
           
I do what I do because I care.  I have a commitment to you professionally and personally.  I want to share this with you because it is making a huge impact on my life.
 
As a CPA and Accredited Valuation Expert, I have been practicing for over 30 years in the Pacific Northwest.  I know how to help people, businesses and lawyers with tax, valuation, cash flow and financial matters.  I have always been unfulfilled and unsatisfied with ways to solve the problems we all experience with respect to investing.  In my own experience, referrals to brokers/advisors have been mostly negative and reflected badly on me and my clients.  Often they merely tell you that you should invest according to their recommendations.  This is not always in the interest of you, it is typically in their best interest finacially.  Is this why we invest? To help Wall Street become wealthier?  No one I know would do this intentionally unless it was a big boost to their wealth as well.  We all know, this is rarely the case.
 
I have embraced an investing methodology that will save us from the damaging influences of Wall Street!