Everyday I show individuals, families and business owners how to create more wealth, produce greater incomes, save money in income and estate taxes, and transfer money to loved ones. My primary aim is to serve my clients. I do this through accounting, tax, financial planning, business consulting and life and executive coaching services.
I am a Certified Public Accountant and Certified Financial Planner with over 38 years of helping individuals and business owners. I am able to see the big picture for my clients because I have personally dealt with many of the issues myself. My clients have included those in the construction industry, (was owner of multi-million dollar company) professional service firms such as physicians, chiropractors, dentists, engineers, veterinarians, and the hospitality and agricultural industry. As a result of my broad background and commitment to helping people, I can help anyone save taxes, accumulate wealth and achieve superior financial results. I help people get what they want.
I have been a Certified Public Accountant since 1974 and a Certified Financial Planner since 1990. I am a graduate of the University of Illinois with a Bachelor of Science degree in Accounting.
In addition, I lend my energies to the community by playing an active role in local organizations.
As a frequent speaker to business and community groups, I present educational seminars on taxes, financial planning and accounting issues.
I am single and live in Viroqua, WI. I am proud to have two incredible gifted and talented daughters and four grandsons. I am blessed beyond my wildest dreams. My interests include hiking, swimming, human potential, yoga, camping, cooking, gardening and reading.
