PRIVACY POLICY

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;

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

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I restrict access to nonpublic personal information about you to those members of our 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.