FAQs
- What is your typical process for working with a new customer?
New clients are all welcomed with a flat entry fee that is easy to understand.
- What education and/or training do you have that relates to your work?
Undergrad degree from BGSU. Enrolled Agent. Series 7 and 66 securities licenses.
- How did you get started doing this type of work?
Lucky to be good with numbers and enjoy working with local families and businesses.