Partner-in-Charge, PPP & ERC Services at Aprio | National PPP Expert | National Speaker | Strategic Advisor | Cash Flow Consultant
I help both lenders and borrowers navigate the complexities of the Paycheck Protection Program (PPP).
As a CPA, I help clients navigate financial challenges. When the CARES Act was signed, I rolled up my sleeves, leaned in and learned everything I could. Today I am a nationally recognized expert on the Paycheck Protection Program, and I use my experience to help both lenders and borrowers from PPP loan application through PPP loan forgiveness.
I also help my clients realize benefits from other stimulus package programs such as the Employee Retention Credit (ERC). Most importantly, I strengthen my client’s balance sheet and look ahead to help my clients achieve what’s next.
I didn’t get here alone; I lead a team of more than 50 professionals who share my passion for helping lenders and borrowers navigate the PPP process.
I work tirelessly to deliver results for my clients and love the fact that I’m in a role where I can advise them on how best to position their businesses for the future by taking advantage of the PPP and ERC.
I’m passionate about education and I strongly believe in providing opportunities to our youth. I serve as the chairman of my son’s School Governance Council and serve on the Fulton County Superintendent’s Advisory Council.
I love spending time with my wife and our two kids, playing golf and watching football. I serve on the finance committee of the Empty Stocking Fund, a non-profit that provides school supplies and holiday gifts to children of low-income families.
The best person to have in your corner to maximize CARES Act benefits like the Paycheck Protection Program and Employee Retention Credits.