I bring more than 40 years of experience in tax consulting, planning, and preparation to Advanced Wealth Strategies and am licensed as an Investment Advisor Representative. After earning my Bachelor of Science degree from Indiana University, I became an Enrolled Agent, authorizing me to represent taxpayers before the IRS in all 50 states. I am also a Graduate Fellow of the National Tax Practice Institute (NTPI), with extensive experience helping individuals, business owners, and self-employed professionals navigate complex tax matters and identify tax-efficient strategies.My knowledge of tax planning and tax reduction strategies complements the comprehensive financial planning services offered by our team. I enjoy helping support Advanced Wealth Strategies by providing insight and expertise that can help clients make informed financial decisions with tax implications in mind.My husband, Bruce, and I live in Brighton. Outside of work, I enjoy cooking, traveling, and listening to jazz music.