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Here is my Privacy Policy required
by the Gramm-Leach-Bliley Act of 1999.
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collect nonpublic personal information about you from the
following sources: |
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Information
we receive from you on applications, tax organizers, worksheets
and other documents |
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Information
about your transactions with us, our affiliates, or others;
and |
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Information
we receive from a consumer-reporting agency. |
I do not disclose any nonpublic personal
information about our clients or former clients to anyone, except
as permitted by law.
I restrict access to nonpublic personal
information about you to those members in 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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