RECENT UPDATES ...

First-time Homebuyers Cre...

First-time Homebuyers Credit gets extended and expanded

Uncle Sam just keeps making the first-time homebuyer credit better and better. When first enacted in 2008,...

New Act Makes More Taxpay...

New Act Makes More Taxpayers Eligible for Child Tax Credit

Most taxpayers with children are familiar with the child tax credit. It gives individuals with depend- ent...

Indiana Education Credit ...

Indiana Education Credit and Special Midwest Disaster Relief Spell Financial Relief for Hoosiers

A 20% tax credit on up to $ 5,000 per year in contribu- tions, including rollovers (2009), to the Indiana 529...

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My strength as a local CPA comes from having over twenty-five years' experience in the accounting field. With my experience and training, I'm able to assist my clients in defining and achieving their financial goals.

I graduated in 1979 from The Ohio State University with a degree of Bachelor of Science in Business Administration with a major in accounting. I opened my own CPA firm in 1992. In 1987 I earned the CFP (Certified Financial Planner) designation to enhance my expertise in the wide array of financial products and how they can work together to solve my client's problems. As a member of the management team of SCAN (Stop Child Abuse and Neglect), I'm active in doing good things for the community. I reside in Fort Wayne, Indiana with my wife, Sue, and our children, Sarah, Jennifer and Laura. I love reading and rollerblading.

If you're thinking of retirement, savings or protecting your family and assets, I'd welcome the the opportunity to work with you to achieve your goals.