I serve as an Investment Advisor at Independent Investment Advisors. Because of my unique tax background, I am able to help clients with their complete financial picture and all of their needs.
My Professional Mission
I love what I do and I have made it my mission to continue to learn and strive to be a better partner and friend. Working with people is my favorite part of my work, and I want to not only be a guide for them, but also a trusted friend.
My Academic and Professional Background
I grew up in Irmo, South Carolina, and so I attended the University of South Carolina, where I earned a Bachelor of Science in Business Administration with an emphasis in Accounting. I serve on the boards of several nonprofit organizations, and through my involvement, I can share my clients’ passions. I have over 25 years of experience in the preparation of individual, small business, corporate, partnership, and estate tax returns, and I am registered with the AICPA as a Personal Financial Specialist. I also served on a committee that helped to educate other CPAs on elder care issues. I am currently licensed in life, health, disability, and long-term care insurances as well.
Some Personal Information
I am from South Carolina and love the outdoors. My favorite activities include camping, hiking, kayaking, and traveling with family and friends. I am lucky to be able to split my time between Columbia, South Carolina, and Fort Myers, Florida. I have met many great people and I am grateful for the opportunity to be a part of two very strong and supportive communities.