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Note on Communication: Email is the preferred method for initial inquiries and scheduling. Due to high call volumes, if you reach my business line and I do not pick up, please ensure you leave a quick voicemail or send a text message. I prioritize responding to emails and messages from known contacts, and I will get back to you as soon as possible.
Need a Personalized Discussion?
If you have high-level questions, want to confirm if your specific challenge aligns with my CFE and financial expertise, or need to connect beyond the information on the website, you can schedule a Free 15-Minute Zoom Consultation below.
For less urgent or detailed inquiries, feel free to send a direct email.