Privacy Policy

Privacy Policy as required by the Gramm-Leach-Billey Act of 1999

I collect nonpublic personal information about you from the following sources:

  • Information I receive from you on applications, tax preparation worksheets, other documents I use in preparing your tax return, or other forms
  • Information about your transactions with me or others, and Information I receive from a consumer reporting agency.

I do not disclose any nonpublic personal information about you to anyone, except as permitted by law.

If you decide to close your account(s) or become an inactive customer, I will adhere to the privacy policies and practices as described in this notice.

I restrict access to your personal and account information to those employees, who need to know that information to provide products or services to you. I maintain physical, electronic, and procedural safeguards that comply with deferral standards to guard your nonpublic personal information.

Your confidence in me is important and I want you to know that your personal and account information is safe. If you have any questions or concerns, please contact me.

"If you don't know where you are going, any road will get you there."
- Lewis Carroll