Who I work with
From the onset of the pandemic, I have played a key role in helping both lenders and borrowers navigate the complexities of the Paycheck Protection Program (PPP). Going beyond the technical aspects of the program, I spend my time working closely with banks to create and implement strategies to provide a better customer experience.
I also work closely with companies to evaluate opportunities to claim the Employee Retention Credit (ERC). I partner with companies with 50+ employees to leverage the ERC and other COVID relief programs to increase cash flow while staying safely within the program(s) guidelines.
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 ERC and PPP. I use my experience to help my clients maximize the benefits available to them while complying with the program guidelines so we can look ahead to 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 businesses leverage the COVID relief programs to strengthen their balance sheets and reinvest in their businesses.
I focus on delivering results
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 COVID relief programs.
When I am not at work
I love spending time with my wife and our three kids. If I am not cheering on a sideline, playing with baby dolls or making lifelong memories with my family, then I’m usually found playing golf or watching football (Go Dawgs!).
People say I am
…The best person to have in your corner if you are trying to maximize COVID relief benefits like PPP loan forgiveness and the ERC.
I earned my Bachelor of Business Administration from the University of Georgia. I am active in my community and serve on the finance committee of my country club. My professional affiliations include:
- American Institute of Certified Public Accountants
- Georgia Society of Certified Public Accountants
- Affordable Housing Associations of Certified Public Accountants
- Georgia Independent Schools Association