As a CPA and tax accountant since 1981, she has years of tax experience important to clients’ planning. Whether meeting with clients to discuss their financial goals, their retirement plans, or their estate plans, Judy is able to address the tax aspects of all possible actions and scenarios. It is important to tailor each financial plan to the goals, risk tolerance, and time horizon of each individual client. It is also important to analyze and understand the tax aspects of all choices available to each client, and that is Judy’s specialty.