I work with high-net-worth owners of closely held businesses and professionals, including physicians and lawyers. I have considerable experience advising non-profits, charter schools and service organizations. If you’re looking for practical advice with a personal touch supported by a firm that can fulfill all of your accounting, tax, consulting and wealth management needs, let’s chat.
For more than 40 years, I have served as a financial steward and an advisor to successful individuals and their businesses, providing business and individual income tax planning strategies. My mediator training helps me clearly communicate complex financial concepts and deal points in diverse settings. I use scenario planning to help clients understand the tax consequences of life and business moves so they can make better decisions with confidence.
Regardless of what my clients may be facing, I leverage my depth of experience and the expertise of my Aprio team members to optimize outcomes and deliver results.
I am a trained mediator, and I have extensive experience working with not-for-profit schools as an independent accountant, officer and trustee.
I enjoy reading for pleasure, and I can’t resist a good crossword puzzle. I also enjoy spending time with my family, engaging in backyard pickleball tournaments. We love to travel whenever we can.