As the Northeast Regional Managing Partner of Aprio, I lead a passionate team of 30+ business advisory professionals. On the client side, I provide tax and business advisory services to CFOs and CEOs of closely held businesses with annualized revenues from $10-$100+ million. My industry experience includes private equity firms, hedge funds and international investors in US real estate, high growth technology companies, restaurant and hospitality groups. I also have considerable experience providing financial and estate planning services to high net worth individuals and families.
I provide clients with insights, leadership and solutions they need to innovate with confidence. My specialties include maximizing profitability through tax planning and R&D tax credits, business advisory and strategic planning. I also help clients achieve their wealth management goals through coordinated tax, financial, estate planning, insurance and investment advisory through Aprio Private Client and Family Office Services.
I focus on the future and apply disruptive thinking to deliver results. That’s what it takes accelerate profitable growth and manage risk. This approach has delivered 20+ years of success in public and private sector accounting, because I am always focused on what’s next for my clients, my team members and our industry.
I am an avid sports fan and I watch as many games as possible with my kids. My professional and civic affiliations include: