About Me
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Tax Preparation and Financial Services  
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About Me -

More than you probably wanted to know....

  • Enrolled Agent with the Internal Revenue Service since 1989
  • Certified Financial Planner™ license holder since 1988
  • Securities and Investment Advisory Services through Foothill Securities, Inc.
  • Licensed with the California Department of Insurance - License # 0722408 since 1987
  • California Real Estate License Holder since 1989
  • Member of NASD/SIPC - Series 7 License holder (NASD license for general securities representative)
  • Graduate of California State University, Chico with a Bachelor of Science double major degree in Business Administration-Finance and Economics