Describe your business. Did you find it, or did it find you?
As the founder of an advisory firm, I quickly learned the value of integrating tax planning with comprehensive financial planning and the need to collaborate with the best tax professionals, legal advisors and other financial professionals when designing tax plans for my clients. Our tax practice was brought about at the request of our clientele.
How are you involved with both the community and your customer?
I volunteer through the Parent’s Advisory Council at our local school district. I feel an obligation to assist the district in implementing the new LCAP budgeting procedures—offering insight and perspective on our tax dollars at work!
What’s your hidden talent?
Rumor has it that I can cook!
What’s your biggest job perk?
I’m honored to work with people of all walks of life. I feel privileged to hear their stories and learn how they meet the demands of life with dignity and courage in their quest for the American Dream.
What’s your favorite place to eat out locally?
Ruffhaus Hot Dog Co.
Where do you and your family go locally to have fun?
FLB Entertainment Center and Regal Cinemas in El Dorado Hills.
And finally, customer service is…?
Our firm adheres to a “serve first” philosophy, which means doing whatever is required to get our clients to take the actions necessary to put their financial affairs in the best possible order. We believe in service—first, last and always. We believe that long-term client relationships are more important than short-term gains, and will never sacrifice the former for the latter. We place a premium on relationship building. All clients receive a complimentary hour of financial advise with each tax preparation engagement. Our motto is “Advice + Service = Success.”
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