I am passionate (actually obsessed), about helping people make more money, keep more of what they make and continuously grow their money. I’m a CPA by trade and an entrepreneur with a 30-year success record as the owner of the Charter Accounting firm. I take great pride and pleasure in helping people save money on their taxes and make giant strides in building their personal and business wealth.

I am frequently called to speak, inspire and train others at conferences, seminars and associations about all matters surrounding money and how to experience a wonderfully fulfilling and abundant life, without money worries.