Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

I collect nonpublic personal information about you from the following sources:

Information I receive from you on applications, tax organizers, worksheets and other documents;

Information about your transactions with me, my affiliates, or others;

Information I receive from a consumer-reporting agency.

I do not disclose any nonpublic personal information about my clients or former clients to anyone, except as permitted by law.

I restrict access to nonpublic personal information about you to those members of my firm who need to know that information to provide services to you. I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about this policy, please do not hesitate to contact me.

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