Professional Experience

• Founding member and principal in Bond Beebe Financial Advisors, LLC
• Senior manager in Bond Beebe, A Professional Corporation
• Over 25 years of experience advising individuals and families on tax and other financial issues

Education

• Masters Degree in Business Administration, University of Rochester
• Certified Public Accountant
• Certified Financial Planner™
• Series 7 license as a Registered Securities Representative and Series 66 license as an Investment Adviser Representative

Professional Interests

• Assisting clients with a variety of financial matters including investment management, income and gift tax planning, and retirement planning