This is a
boutique firm in both Dallas and New York for high net worth
companies. As a CPA and
Financial Adviser with 26 years’ experience
working with CEO's,
their company retirement plans and their
personal wealth, I
have all aspects of your money covered.
I work best with
corporations, S corps and partnerships with
a particular expertise in
law firms, real estate,
manufacturing and high end consultants. I work with
types of companies and do a great deal
offers in compromise and
in-house consulting for your business,
employees and your financial flow.
I am known as The Money Therapist® and have been on all the
major networks across the country as well as nationally syndicated
shows as the "go to" finance expert.
Email me at
firstname.lastname@example.org to set up a
consult or call my office at 212-489-1800 ext 107 to find out how
I can help your company and your bottom line.