The Perspective of Many-The focus of one!

My varied professional and personal background provides clients a unique mix of experience and enables me to pro-actively understand the needs of my clients and what is important to them and not what might be important to those selling financial products and services.

I bring over 20 years of professional and industry specific experience to help my clients pursue their goals.

I am a CERTIFIED FINANCIAL PLANNER professional, a CPA with 20 years of hands-on business experience in both public accounting and private industry. I started my public accounting career in Springfield with McGladrey and Pullen and have been a controller and Chief Financial Officer for companies in a variety of industries. My approach to educating and helping clients define and pursue their goals is based upon tested, suitable and easy to understand fundamental steps.

United Wealth Strategies, LLC does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.