How I can help you

Reynolds Metals Company - over 27 years, began as a trainee and progressed to a Directors position on the Corporate Controllers Staff and then Director of Finance for the Global Can Division, a $1.2 billion business unit with over 20 domestic and foreign locations Following the sale of the Can business by Reynolds, I decided not to transfer and, instead, elected to set up my own income tax practice. While doing tax work, I quickly shifted into a financial advisor primarily focused on retirement planning and investments and formed Riverton Financial Services, LLC. I had securities and insurance licenses. My tax practice was merged into a CPA firm in which I was a partner. Eventually, I gave up the tax practice and assumed ownership of Riverton. Recently, I sold the advisory practice.

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance

Industry Experience

  • Finance & Insurance
  • Professional, Scientific, & Technical Services

Communication Methods

  • In Person
  • Phone
  • Video