My wife Bobbi and I have always had an interest in living in the mountains. We recently came from Houston that has way too many hurricanes, traffic and pollution. We looked at multiple states to locate in; Montana - too cold, Colorado - too expensive, Cloudcroft - JUST RIGHT!!! We appreciate the friendly people, the cool mountain air, the crisp clear mountain skies, the hiking and the wildlife.
I was most recently the CFO of a leading gas inspection and service company in Houston. I have a varied career covering keeping and reviewing the books, leading IT in most companies I was with, preparing and analyzing taxes, and being certified as a wealth advisor. I would love to help you with your small business accounting, taxes (both state and federal), and wealth management, such as retirement planning, preparing for children's college education, social security planning and much more. I will open on January 10th in the Burro Street Exchange, Unit 109 next to Blue Water Realty and will have an open house on Friday January 13th. I greatly appreciate everyone's support.