Bio
I have a Bachelor of Arts degree in Economics, Accounting and Information Systems, and I am a Certified Public Accountant (CPA). I began my career in 1997 as an auditor in a small-sized public accounting firm and later moved on to a mid-size firm. There I moved through the company from a staff accountant to managing large accounts. During this time I have had the pleasure of working with wealthy individuals tracking their investments to calculating and analyzing their net-worth. I have spent 10 of these 12 years auditing mid-size to large corporations in various industries: manufacturing, service, retail and government. My experience has, I feel, given me a tremendous amount of insight in how to help others.