Profile

Biography

Organizations

Controller
The Financial Consulate
Cockeysville, MD

Credentials Held

CPA Licenses Held

Education

Areas of Expertise

Accounting and Financial Reporting
   Accounting Compliance and Reporting (IFRS)
   Accounting Compliance and Reporting (Private Companies)
   Accounting Compliance and Reporting (US)
   Financial Instruments
   Integrated Reporting
   Internal Control over Financial Reporting
   SEC Regulatory Compliance and Reporting
   Sustainability
   XBRL
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services