About Us

Education:

University of Texas at Austin (BBA Accounting, 1988)
University of Houston Law Center (JD, 1997)

Professional Certifications & Designations:

Certified Public Accountant (CPA 1990 - TX, DC & AZ)
Certified Financial Planner™ Certificant (CFP®, 2005)
Certified Divorce Financial Analyst (CDFA™, 2007)

Professional Organizations:

American Institute of Certified Public Accountants
Financial Planning Association
Institute for Divorce Financial Analysts
International Academy of Collaborative Professionals
Collaborative Dispute Resolution Professionals (MD)
Collaborative Law Society (VA)
Collaborative Law Alliance - DC
Collaborative Divorce Professionals of Arizona
Greater Washington Society of Certified Public Accountants
Arizona Society of Certified Public Accountants
Texas Bar Association
DC Bar Associaton - Family Law Section

Our Business - Together

We believe the right financial plan could guide you to a successful financial future.

Together, we work to define your financial goals and to establish a balanced and comprehensive financial plan that allows you to achieve your financial objectives.

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