How I can help you
As veteran insurance industry leader, I can help new and current businesses develop and implement Marketing, financial and operating plans. As a retired CPA, I provide financial management support, business development assistance and regulatory guidance to the financial services sector. I have had success in forming trusted relationships with independently owned insurance agencies.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Government Regulations
- Management & Operations
- Marketing
Industry Experience
- Accounting & Tax Services
- Professional Services
