Who I work with
I work with finance and accounting executives, as well as owners of middle-market and large commercial and residential real estate and construction companies throughout the Southeast and the nation.
I have 20+ years of experience in business consulting, corporate and individual income tax strategy, and compliance including trust and estate tax planning. My technical expertise includes financial reporting, GAAP, internal controls, budgeting and forecasting. I help clients understand the impact of emerging tax regulations, decrease tax burdens, improve profitability and develop structures that increase the value of real estate investments and transactions.
Results I have delivered
I lead a passionate team of tax professionals and leverage Aprio’s network of advisors and comprehensive services to help my clients achieve results. I focus on looking forward and planning for the future to identify new strategies and opportunities to support growth.
Unique things about me
I passed the CPA exam in one try back in the day when you were required to take it all at one time.
When I am not at work
I am a father of 2 and I enjoy spending time with my family. I am hooked on fishing and enjoy fishing vacations.
People say I am
Dedicated, technical and a good listener