Don’t trust your financial consulting to just anyone…

I have extensive training and experience in corporate, estate, individual and partnership tax planning and preparation, including transaction structuring and mergers and acquisitions.

I have spent many years in public accounting as a partner and sole practitioner and have worked in industry as CFO of a consulting firm and as President, CEO and CFO of several insurance companies and insurance holding companies.

Whether in public practice or industry, I have worked with many attorneys, bankers, investment bankers and other professionals in mergers and acquisitions, debt and equity financing, reinsurance transactions and other business transactions.

Financial consulting also includes life and health insurance consulting with an emphasis on health which involves the Affordable Care Act.

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