Client Portal

Access your custom client portal to update information, access privacy practices and download statements.

NEW CLIENTS: Once you have given me your email address you will be added to the system.

CURRENT CLIENTS: Click here to access your portal.

LOST PASSWORDS: Click here and follow prompts to “forgot password” and a new one will be sent to your email address.

If you are more comfortable with paper copies rather than using an online portal, just let me know.