I formed my own CPA firm, which I operated for more than 23 years before merging my company with The Planning Center in 2011. Today, I am responsible for the accounting and tax services provided to our clients. My career focus is to serve our clients to the best of my ability. It is a pleasure being a part of The Planning Center and coming to work every day. There are always new and different assignments, and I am constantly teaching others and learning myself. Most of all, I love interacting with our clients and helping them make life-planning decisions.