Principal of ReSure LLC, a financial professional with credentials and experience across an array of disciplines. A licensed Certified Public Accountant (CPA), Chartered Property Casualty Underwriter (CPCU), Associate in Captive Insurance (ACI) designations, in additional to other financial licenses. Experienced in financial due diligence, agreed-upon procedures, forensic accounting, and extensive tax research.
At ReSure tax, investment, and risk management strategy are integrated to achieve optimal results. In an increasingly fragmented financial industry, ReSure provides unified approaches that put clients in control of their finances and positions them for success. We specialize in the advanced applications of tax-favored investment vehicles, including retirement plans, captive insurance, and installment sale structures.