Who I work with
I work with the business owners of professional services firms, specifically insurance agencies. I also have significant experience providing proactive tax planning and advisory services to entertainment professionals and real estate investors.
I apply proactive business and individual tax planning to minimize tax obligations, advance business profitability and help clients achieve personal financial goals. I have extensive experience helping clients navigate multi-state income tax compliance and leverage tax credits. I also have significant expertise in the tax requirements for C-corporations, various pass-through entities, trusts and nonprofits and help clients select the entities that best support their objectives.
Results I have delivered
My role includes building relationships with clients through regular communications and training and mentoring the rising stars on Aprio’s tax team. Both of these pursuits serve our one, true purpose: delivering results for our clients.
Unique things about me
I enjoy serving my community through charitable giving and financial philanthropy. A few of the causes I am passionate about include North Fulton Community Charities, Vision Warriors and other charities that assist families in need and those struggling with addictions.
When I am not at work
I love to travel, especially abroad. I also enjoy cooking and cycling.
People say I am
A highly technical tax expert that cares about my clients. I am very involved in making my community a better place.