I graduated from Arizona State University School of Business in 1982 and began my accounting career at a regional firm in Phoenix, Arizona that specialized in the medical industry. In 1987 I became a partner in an accounting firm in Baltimore, Maryland with concentration in closely held companies, family owned businesses, and high net worth taxpayers. In 2001 I became licensed as a "Registered Representative" with Security and Exchange Commission (SEC) series 7 and 66 licenses and the Maryland Insurance Commission licenses in health, life, and annuity sales. I received the personal financial planning equivalent of "Personal Financial Specialist" (PFS) designation from the American Institute of Certified Public Accountants.

1) Business formation

2) Closely held business taxation'

3) Tax planing for high net worth individuals

4) Personal financial planning

5) Estate planning and administration

6) Probate services