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We collect personal, nonpublic information about you from the following sources:

  • Information we receive from you on documents, worksheets, tax documents, and applications;

  • Information we receive from agencies reporting consumers;

  • Information about your transactions with us or others;

  • Information we receive from you in the form of emails or other correspondence with our office.

We never disclose personal, nonpublic information about clients - current or former - to any person, except where it is permitted by law. 

We will never sell or give your nonpublic personal information to any other person or organization.

Access to your information is only available on a need-to-know basis to members of our firm in order to provide services to you. We guard your nonpublic personal information with safeguards that comply with federal regulations.

We reserve the right to modify this privacy policy at any time. Changes and clarifications will take place immediately upon their posting to our website. 

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