Who I work with
I work with closely held businesses and high-net-worth individuals and families, with a focus on physicians, attorneys and professional services companies. If you are looking for an advisor to help advance your personal and professional financial goals, perhaps I can be of service.
I have 35+ years of experience providing comprehensive, strategic tax planning services. I am an Accredited Estate Planner® and certified by the AICPA as a Personal Financial Specialist. My experience and training allow me to identify tax strategies and short- and long-term growth opportunities that others often miss. I am passionate about serving my clients as an advocate and financial steward, and I take every opportunity to introduce other Aprio advisors and services that can help enhance growth objectives.
Results I have delivered
I consider myself an extension of my clients’ businesses, and I focus on delivering outcomes that support their goals. My clients stick around because I continuously deliver results, and I truly care about their families and businesses.
Unique things about me
I am a frequent presenter on financial topics. I have been interviewed on National Public Radio, and I am the co-author of FOR GEORGIA DOCTORS: Fresh Ideas on Asset Protection, Tax, Practice Planning, Wealth Accumulation, and Estate Planning.
When I am not at work
I love to travel. I also enjoy photography and listening to and playing music.
People say I am
I am all about building valued relationships. I’m a prolific networker, a caring mentor, and a proactive business partner.
“I am truly passionate about finding ways to help clients achieve their goals and supporting the success of Aprio’s team members.”