Who I work with
I advise owners and executives of nonprofits and privately held companies in a broad range of industries. I lead Aprio audit and accounting teams to apply best practices and new audit standards to optimize business outcomes.
I apply audit and assurance insights to quarterback tax and business planning for clients. I have a 25+ year track record helping clients develop and implement accounting and tax strategies that support their business and financial objectives. Leading by example, I review assurance work papers, research industry trends and direct Aprio advisors to help clients capitalize on time-sensitive opportunities.
Unique things about me
In college, I led a group of teenagers on a trip through Israel.
When I am not at work
I enjoy spending time with family and friends and being active in our synagogue community. My hobbies include travel, biking, hiking and playing pickleball.
People say I am
Timely, service-oriented and proactive.
I am a graduate of the University of California at Berkeley, where I earned my Bachelor of Science degree in Business Administration with an emphasis in Accounting. I am active in my community through volunteer work and service on the Temple Beth Abraham Board of Trustees.