Agent Profile

I have been a successful Certified Public Accountant for over 30 years. In that time, I have worked with my clients in advising and coaching them to grow their businesses and helped them also to develop their business exit strategies. My accomplishments have earned me a trusted advisor status with my clients.

My experience has given me insight into virtually all types and sizes of businesses from Main Street to multi-million dollar enterprises.  I have been part of my clients’ management teams in their business acquisitions, liquidations and financing decisions.

My attributes are as follows:

      Business consulting & valuations

      Due diligence in business acquisitions

      Negotiating business purchases and disposals

      Implementing and design of business accounting systems

      Taxation and related issues

      Forensic accounting and fraud investigations

My education and professional licenses are as follows:

     Bachelor of Arts: Accounting – Florida International University

     Masters of Science: Taxation – Widener University

     CPA license – State of Florida

     Real Estate License – State of Florida

     QuickBooks Advisor