The President of MF Advisers, Inc.
Titles: Financial Advisor/President
Licenses: Series 65
Active CPA License In State Of Florida Since 2003
Experience:
President, MF Advisers, Inc., Jan. 2011 – Present
President, MF Tax & Accounting, Inc., Jan. 2011 – Present
Director Of Analytics, Park City Group, Nov. 2011 – Present
Controller, Mindful Management, Aug. 2004 – Oct. 2011
Auditor, Pricewaterhouse Coopers, Sept. 2003 – Aug. 2004
Specialties:
Tax Planning & Advice For Various Portfolio & Non-Portfolio Issues
Investment Advice & Management
Financial Planning
Personal Finance And Budgeting
Education:
Depaul University
BS – Accounting – Minor In Finance 1991-1995
Florida Atlantic University
MBA – Accounting Concentration 1999-2002
Online Profiles:
