Types of Nonpublic Personal Information I Collect
nonpublic personal information about you that is either provided to me by you or
obtained by me with your authorization.
Parties to Whom I Disclose Information
and former clients, I do not disclose any non-public personal information obtained
in the course of my practice except as required or permitted by law. Permitted
disclosures include, for instance, providing information to my employees and, in
limited situations, to unrelated third parties who need to know that information to
assist me in providing services to you. In the case of unrelated third parties,
information is provided only after your specific authorization. In all such
situations, I stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former
records relating to professional services that I provide so that I am better able to
assist you with your professional needs and, in some cases, to comply with
professional guidelines. In order to guard your nonpublic personal information, I
maintain physical, electronic, and procedural safeguards that comply with
professional standards and industry best practices.