I joined CEC Financial Group as a partner in 1994. I bring over 40 years of experience as a Certified Public Accountant (CPA) and 15 years as a licensed financial advisor to the team. Specializing in providing comprehensive tax and financial planning services, I help clients pursue financial success through tax-efficient strategies tailored to their unique situations.
At CEC, we pride ourselves on offering unique value to our clients by integrating wealth management services with our professional tax services. I am particularly passionate about our core principle of developing long-term relationships and building trust with our clients.
Outside of my professional life, I cherish spending time with my family and engaging in various outdoor activities. Whether it's golfing, fishing, hunting, camping, or watching sporting events, I find joy in any outdoor adventure—perhaps unsurprising for an Eagle Scout!
Designations:
Certified Public Accountant (CPA)
Licenses:
Series 7 and 66 Licenses
Awards:
In the top 100 firms at Avantax
Education:
Bachelor of Business Administration in Accounting, Southern Illinois University at Edwardsville (1982)
Professional Memberships:
Illinois CPA Society