by the Gramm-Leach-Bliley Act of 1999.
I collect nonpublic personal information about you from the
Information I receive from you on applications, tax
organizers, worksheets and other documents;
Information about your transactions with me, my affiliates,
Information I receive from a consumer-reporting agency.
I do not disclose any nonpublic personal information
about my clients or former clients to anyone, except as
permitted by law.
I restrict access to nonpublic personal information about
you to those members of my 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
If you have any questions about this policy, please do not
hesitate to contact me.