top of page

Our Services 

At DRC we offer a comprehensive suite of professional financial and accounting services.

a goal without a plan is just a wish - motivational handwriting on a napkin with a cup of

Personal Financial Planning

As a goal based financial planner, I create financial plans tailored to your needs.

​

​

​

​

Learn More
Business People Meeting Design Ideas professional investor working new start up project. C

Business Financial Planning

As a CFP® and CPA I absolutely love to get into the nitty gritty of analyzing your business and finding ways utilize the business to meet your financial goals.

​

Learn More
Wooden blocks with words 'Your success is our goal'. Business concept.jpg

Investments

We work closely with Charles Schwab to provide our clients with a top tier investment custodian and investment options.

​

​

​

​

Learn More
Filling Out Tax Form

Income Taxes

 If you need help with income tax compliance and or financial statements, we are here to help. 

​

​

​

​

​

Learn More
Nothing to book right now. Check back soon.
bottom of page