About Me
Certified Financial Planning
I have 43 years experience in the financial services business. My business background began by attending Salt City Business College in Hutchinson, KS graduating in 1971. In 1980, I began preparing Income Tax Returns at H&R Block in Larned, KS. The following year, I purchased the franchise and continued to run the office until I sold it in 1990.
In 1990, I started my own independent tax and accounting office in Kinsley, KS, doing accounting and tax returns for many businesses in the area. In 2003, I accepted a job with Edward Jones as a Certified Financial Advisor. At that time, I sold my business in Kinsley and relocated to Ellsworth. I spent many wonderful years providing personal financial advice from my office in Salina, KS. In 2018, I retired from Edward Jones.
Accounting has been my life's work, I have missed it in my retirement and have decided to continue preparing taxes and doing accounting for businesses part-time. I am very familiar with federal and state tax laws and the services I provide, and know I can help you with your business and/or personal needs.
