My experience in international and multistate taxation makes me the perfect advisor for individuals, families and businesses with complex tax structures and obligations. Today, I serve individuals with a net worth exceeding $30 million and owners of companies with annual revenues exceeding $10 million.
I leverage my academic credentials and 25+ years of public accounting experience to help clients create strategic estate plans and identify opportunities for improved business performance and tax savings. I serve as a single-source advisor to coordinate activities across personal and professional finances to simplify the challenges that come with the accumulation of wealth.
While looking in the rearview mirror is important, I believe it’s more valuable to advise my clients to look forward and identify the end game. Then, we can develop milestones, opportunities, and short- and long-term goals to reach their desired outcome.
My wife and I are huge baseball fans, major league, farm team, little league, you name it. We are season ticket holders for the local Class A affiliate of the Chicago White Sox – The Kannapolis Cannon Ballers.
My wife and I really enjoy traveling together. Our preferred getaway is North Myrtle Beach, South Carolina, and we go every chance we get.
A thoughtful and considerate person
I received my J.D. from Albany Law School, my MBA from Union College, and my Bachelor of Science in Accounting from State University of New York at Fredonia. My professional affiliations include membership in the AICPA, NCACPA and ABA. I serve my community as a member of C12, a Christian business leaders peer group, and I am an active member of my church.
If you are seeking an advisor to simplify the financial complexity that your success has created, I would be happy to discuss your situation. Perhaps I can be of service.