Who I work with
I serve clients across a broad spectrum of industries. I advise healthcare practices, owners and management companies in the retail, franchise and hospitality industries, as well as real estate and construction companies.
I utilize my expertise as a CPA and a Certified Valuation Analyst (CVA) to provide worry-free income tax planning strategies and advisory services that increase profitability and business value. My specialties include financial planning and analysis, projections, cash flow management, and valuations for startups and growing businesses.
Results I have delivered
I enjoy advancing my clients’ financial positions through smart business and tax planning. I saved a client approximately $3 million in estate taxes by advising him to file an estate tax return for his spouse to transfer portability. I helped another client save about $1 million in taxes by advising them to develop a piece of property inside a C Corporation with carryover losses.
Unique things about me
My wife and I have three wonderful daughters, all of whom are redheads. We love road trips and once took a 16-day car trip from Hahira, GA, to Sacramento, CA, and back. It was a pretty awesome way to see the country.
When I am not at work
I enjoy hanging out at my farm, playing golf, hunting, fishing and spending time with my family. I am a huge Florida State and Tampa Bay Buccaneers fan and enjoy going to games when I can.
People say I am
A smart, hardworking and reliable problem-solver
I received my Bachelor of Business Administration degree in Accounting from Augusta State University. I enjoy giving back to my community and currently serve on the board and as treasurer for the Miracle League of Valdosta. I am also an active board member of the Boys & Girls Club of Valdosta, and I serve as treasurer for our local high school band booster organization. My professional affiliations include the AICPA, GSCPA and NACVA.