About Me

Constance has over 25 years of experience in tax advisor services.  She helps clients minimize their tax liability through proper and timely planning. She acquired the EA designation(Enrolled Agent, which is a federally authorized tax practitioner) through stringent testing and has technical expertise in the field of taxation.  She represents taxpayers before all levels of the IRS for audits, collections, and appeals. She is required to complete 72 hours of continuing professional education every three years.

Constance also holds Series 7 and Series 66 registrations and with these registrations she provides help with financial services. She received the state of Minnesota Life and Health Insurance License, allowing her to help with life insurance, fixed annuities, and long-term care insurance. She has found that there is a need to help her clients plan ahead for home healthcare, nursing home care, and other forms of long-term care assistance, and acquired the LTCP Designation (long term care professional).  For this she is required to complete 24 hours of continuing professional education every other year.

Constance provides year round financial services to keep clients on track for their financial journey. Her success has flourished because of a quest for ongoing knowledge, years of experience, and a personal approach with her clients.