Education: Master of Science in Accounting (MSA) focused in taxation, MBA in Finance, Chartered Wealth Manager (CWM), GAFM Global Academy of Finance & Management® - ISO 29990 Certified International Board of Standards. Registrations: Series 7 General Securities, Series 65 Uniform Investment Adviser Law, Series 63 Uniform Securities Agent State Law. TRA Tax Services, LLC

Website: pros.turbotax.intuit.com

Phone: (737) 281-2789