Experience

• Income Tax Professional preparing tax returns since 1997

• Licensed Enrolled Agent and Certified Financial Planner™

Education

• University of Hawaii, Manoa - BBA Business Administration

• University of California, Santa Cruz (Extension) - Personal Financial Planning

• NAEA - Graduate Fellow of the National Tax Practice Institute

Associations

• NAEA - National Association of Enrolled Agents

• NATP - National Association of Tax Professionals

• HD Vest Investment Services^SM Registered Representative

• REALTOR® with Prudential Orchid Isle Properties

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