Who I work with
I advise CFOs and CEOs of closely held businesses with annualized revenues from $10─$100+ million. My industry experience includes working with private equity firms, hedge funds and international investors in U.S. real estate, high-growth technology companies and restaurant and hospitality groups.
My specialty
I help my clients maximize business profitability and accumulate personal wealth. I can help you fund innovation and improve liquidity through smart tax planning, R&D tax credits and other incentives. I can also help you achieve your wealth management goals through coordinated tax, financial and estate planning and investment advisory. Ask me about Aprio Private Client and Family Office Services.
I am always focused on what’s next for my clients, my team members and the accounting profession. This is how I deliver results and manage risk, and it’s been the secret to my 20+ years of success in public and private-sector accounting.
Unique things about me
I am also a certified mixologist. I make mean martinis, Manhattans, old fashioneds and mojitos. You know what they say: if you are looking for good advice, ask an accountant or a bartender.
When I am not at work
I am an avid sports fan and I watch as many games as possible with my kids.
People say I am
I am a persistent, dedicated leader with integrity.
Affiliations
I earned my Bachelor of Science degree in Accounting, summa cum laude from the University at Albany (SUNY). My professional affiliations include:
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Member, Financial Planning Association
- Core Contributor, Reopen Hospitality
- Advisor, Earth First Capital