I am an experienced financial and tax planner. I also work as an outsourced planned giving specialist for non-profit organizations to help them educate, engage, and facilitate their supporters in making planned gifts. I also help people find the best way they can benefit the missions of the ...more

I am an experienced financial and tax planner. I also work as an outsourced planned giving specialist for non-profit organizations to help them educate, engage, and facilitate their supporters in making planned gifts. I also help people find the best way they can benefit the missions of the organizations and causes they love that can also help themselves and their families. Member of AICPA. Avid fly fisherman, hunter, outdoorsman, and supporter of fish and wildlife conservation.less