What I Do
I’m a fee-only personal finance mentor who specializes in helping my clients understand their personal finances, make tax-smart decisions, and invest wisely.
Who It’s For
People who want ongoing independent financial & tax advisory services with no strings attached. You believe in receiving valuable services without worrying about paying commissions or hidden fees. You desire personalized financial guidance, accountability, and assistance to analyze opportunities or address challenges. You’ll be ready to respond to life’s changes with an experienced financial advisor in your corner.
Why It’s Special
Most financial advisors can’t give tax advice, and the majority of tax professionals aren’t financial planners. By combining the power of tax reduction strategies with personal financial guidance, I help clients save money on taxes so they can use it to fund their dreams.
You’ll have a trusted advisor who truly understands your financial situation. There’s no need to hire a financial advisor, tax preparer, and investment manager – I offer investment management and tax preparation services in combination with financial planning. You can rest assured knowing your finances are in the capable hands of a fiduciary who knows your situation inside and out.
I also specialize in designing customized, advanced tax reduction strategies for entrepreneurs and investors. With proactive tax planning, you can get the most from every dollar and keep more of your earnings, while paying as little tax as legally possible.
Who Am I?
I’m not your typical financial advisor…
After my mother’s 35-year marriage ended, she was taken advantage of by fiduciaries responsible for her best interests – most notably a large financial advisory firm and a long-time realtor friend. Because my mother didn’t understand the full impact of her financial decisions or the tax consequences, she became afraid to manage her own money. To help rebuild her life and finances, I left my corporate job and became a personal finance mentor dedicated to providing affordable financial services and helping others avoid tax pitfalls.
I’m a financial planning visionary.
For most people, the topics of tax and personal finance are either yawn-inducing, terrifying, or a little of both! But what if personal finance planning could help you save on taxes every year? Suddenly, those topics become fascinating…
Finance and taxation are my two greatest passions that led me to establish my own firm, Synergy Wealthcare Solutions. I guess you could say I’m living the dream by doing what I love most…saving my clients thousands every year in needless advisory fees and taxes!
Not only that, but I’m a fiduciary. This means I’m held to the highest ethical standards and only work in my clients’ best interests.
As part of my commitment to deliver ongoing value, I maintain the following certifications…
Certified Financial Planner (CFP) – Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of US-financial expertise and must accrue thousands of hours of experience prior to earning their certification.
Enrolled Agent (EA) – Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. They are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.
Certified Tax Coach (CTC) – Certified Tax Coaches are professionals with advanced training in proactive tax planning, who specialize in finding legal deductions, credits, loopholes, and strategies to help their clients pay less tax. Fewer than 700 skilled professionals have achieved this designation in the United States.
Certified Fraud Examiner (CFE) – Certified Fraud Examiners are trained to identify the warning signs and red flags that indicate evidence of fraud and fraud risk. CFEs around the world help protect the global economy by uncovering fraud and implementing processes to prevent fraud from occurring in the first place.
Certified Anti-Money Laundering Specialist (CAMS) – This credential is recognized as the gold standard in anti-money laundering certifications and recognized internationally by financial institutions, governments, and regulators as a serious commitment to protecting the financial system against money laundering.
Certificate in Financial Planning – Pepperdine Graziadio School of Business & Management
Degrees – Economic Finance from Bryan College & Forensic Accounting from Franklin University
To maintain my certifications, I spend about 150 hours per year taking continuing education courses. This ensures I fully understand law changes, am aware of current trends, and always have relevant information for my clients.
How It Works
If you’re new to financial planning…
Get started today with my complimentary financial organization course, Get It Together. It will guide you through establishing your vision and goals, putting your budget together, and learning some tax essentials. Upon completion, you’ll be able to schedule a free consultation with me to start your personal financial planning journey!
If you’ve worked with a financial planner before…
Schedule your free consultation below. Before the call, I’ll request basic financial information, budget reports, and your latest tax return, so I’m prepared to discuss details. Consults are typically scheduled 2 weeks in advance to allow enough time for sending and review of your information.