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Herrick, Ltd
Distance: 12.1 Mi72 Main St
5401 Burlington -
Advisor Tax Services
Distance: 15.0 Mi56 Old Farm Road
5672 Stowe -
Kittell Branagan & Sargent
Distance: 28.0 Mi140 S Main St Ste 2
05478-1892 Saint Albans
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Description
My goal is to provide personal attention to each of my clients, whether the client is across the street or across the globe. I advise clients in all areas of financial counseling . By focusing on the tax as well as the non-tax issues, I can help my clients see the whole picture. I look forward to having an opportunity to help you and your family. Throughout my career, I’ve also regularly advised other professionals and their clients on a multitude of tax and estate planning issues. I’ve presented seminars to various groups and have had articles published on a wide range of planning-related topics. Prior to moving to Richmond in 2004, my family and I lived in suburban Chicago. I attended the University of Illinois at Urbana-Champaign, graduating in 1987 with a Bachelor of Science in Accountancy, and the University of Illinois College of Law, graduating in 1990 with a Juris Doctor. In 1997, I earned the Personal Financial Specialist (PFS) designation offered by the American Institute of Certified Public Accountants. I am licensed as a Certified Public Accountant (CPA) by the State of Vermont and as an attorney by the State of Illinois.