My professional experience includes banking, financial planning, and tax preparation
As a former bank manager I am well versed in lending, credit, and underwriting.
As a financial planner I spend countless hours helping people make the most out of their resources. I am experienced in identifying good investment opportunities, risk mitigation, budgeting, and planning for short and long term goals.
As a tax preparer I work with tax structures of all kinds, from the simplest to very complex. I have experience with local tax, state tax, and federal tax.
As a co-founder and co-owner of a financial firm I bring the perspective of a local business owner. I believe small business is the lifeblood of a community
In order to build a good business you have to be able to identify the needs of your clients and provide solutions that work. This is a skill that I will utilize to serve the people of Westerville.
People ask me to manage their life savings and build their future resources. This is a huge responsibility and a demonstration of enormous trust from my clients. I would serve Westerville with this same mindset.
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