Who I work with
I work with high-net-worth individuals and families. My clients include a wide variety of professionals from physicians, attorneys, and small business owners, to corporate officers, real estate professionals, investors and family offices.
I help clients identify federal, state, local and international tax credits and incentives that save money and support profitability. I have considerable experience helping private and public clients navigate the complex calculations and disclosures related to ASC 740 compliance as well as preparing financial reporting.
Results I have delivered
For many CPAs, it is easy to get caught in the trap of reacting to what has already happened. However, I help my clients focus on what is next. Looking ahead is essential to financial stewardship and delivering results.
Unique things about me
I enjoy saltwater fishing. In Boca Grande, while battling a 175 lb. tarpon I saw a 15-foot great hammer head shark bite it in half.
When I am not at work
I enjoy spending time with my wife and two college-age children. I am a big Braves fan and season ticket holder. I am also an avid golfer.
People say I am
Responsive, conscientious, easy to work with and deeply committed to the families I serve.
I earned my Bachelor of Business Administration in Finance and my Master’s in Taxation from Georgia State University. I am an active member of the Atlanta Estate Planning Council.