How I can help you
30 years in corporate finance with IBM. Certified Financial Planner after retirement from IBM, mostly pro bono, no longer practicing. Volunteer Certified Tax Preparer for low and middle income taxpayers in AARP and VITA free tax assistance program for the past 6 years. Volunteer Certified Application Counselor for individuals enrolling through the Federal Marketplace under the Affordable Care Act for one year. In addition to providing general business advice as a SCORE mentor, have helped numerous small business owners prepare financial plans and buy existing businesses.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Finance & Insurance