Who I work with
I work with high net worth individual, executives and owners of small to mid-market, privately held companies in real estate & construction, healthcare, and other professional service industries.
I provide strategic business, tax planning, compliance advisory services. I help clients increase business profitability and personal wealth by coordinating business and individual tax planning, estate/gift tax planning, financial planning and investment advisory through Aprio Private Clients Services. I have extensive experience establishing and managing financial growth strategies for trusts, partnerships, S-corporations and Corporations.
Results I have delivered
I have guided many clients to greater tax efficiencies and savings through smart entity selection and ongoing strategic tax planning.
Unique things about me
I am Advanced Open Water certified (PADI) and have enjoyed diving in Mexico, Bahamas, Florida Keys, and West Palm Beach.
When I am not at work
I enjoy spending time with my family and friends and taking every opportunity to head to a beach.
People say I am
I give every task 100% of my attention..
Friendly, responsive, and detail oriented
I am a “Double Dawg.” I earned my Master’s in Accountancy and my BBA in Accounting from the University of Georgia. My professional memberships include the Georgia Society of Certified Public Accountants (GSCPA) and the American Institute of Certified Public Accountants (AICPA).