ABOUT

My clients appreciate that I take the time to  understand their complete financial picture and set up an individualized plan to get them to financial freedom, to keep them financially independent for the remainder of their lives. In addition, the plan is documented in a personal balance sheet, and I take the time to thoroughly explain it. My clients tell me they feel relief having a financial plan in place along with their documented financial balance sheet.  

After 30+ years of experience in the world of finance, my passion is working one-on-one with individual clients.

SKILLS

There are many options out there so why should you decide to work with me? My skills include:

•       Financial Analysis
•       Credit Risk Analysis
•       GAAP (Generally Accepted Accounting Principles) Accounting 
•       Capital Budgeting
•       Mergers & Acquisitions
•       International Finance
•       Reinsurance Accounting
•       Financial Underwriting
•       Property & Casualty Accounting
•       External & Internal Auditing

And more.

EXPERIENCE 

I have worked with nationally and internationally known accounting entities including:

•       Kaiser Permanente
•       Zurich North America Insurance Company
•       Disney
•       CIBA Insurance Services
•       Swiss RE
•       Price Waterhouse Coopers Financial Solutions
•       TIG Insurance Company
•       BDO Seidman
•       Ernst & Young
•       Resources Global Professionals, Inc.

And others.

EDUCATION

In addition to my extensive work experiences, my formal education includes graduating from Marymount College and Becker CPA Review, Dallas. In addition, I am an independent RIA (Registered Investment professional)  [any additional certifications add here]

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