Our Services

My 40 years of experience working with individuals and business owners has given me a unique understanding of client needs.  My Administrative Assistant, Sandy Ramich has 25 years of experience working with our individual and business clients to resolve service issues.  My son Joe started working in the office at a young age.  He has since earned his degree in Business Administration and is currently enrolled in the Cerified Financial Planner Program. He joined me in the practice 6 yrears ago at the age of 22 and is now a full Partner in the Firm.  Joe, Sandy and I take great pride in providing excellent client service.