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.

"Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has."
- Margaret Mead