Who I work with
I work closely with the Managing Partners of CPA firms up to $20 million of revenue seeking to expand the deep knowledge they have about their clients’ businesses with a breadth of services they need to achieve what’s next.
I connect growing firms with resources to advance client relationships. I provide access to subject matter experts in specialties that fall outside a firm’s wheelhouse. I leverage my 20-years of experience as a tax CPA and tax leader of an alliance firm to connect firms with the best thinking and Aprio’s depth of service expertise. By positioning your firm and your client expertise at the forefront, we increase your value as a trusted advisor. I also coach Firm Foundation managing partners to address the most important challenges and opportunities their firms face.
Results I have delivered
I have served as a national leader of a CARES Act team that kept firms, clients and the public informed on changes in guidance to maximize program benefits, keep employees and strengthen businesses.
Unique things about me
My family and I love Disney, and my wife and I are runners. In 2020, I ran the Disney Dopey Challenge: 5k on Thursday, 10k on Friday, 1/2 marathon on Saturday, and marathon on Sunday. 48.6 miles in 4 days.
I played baseball for 25 years, including at Bryant. The Cincinnati Reds invited me to a try out as a pitcher my senior year of high school.
When I am not at work
My family loves to travel and we have a scratch off map of the 50 states. To scratch one off, we have to all sleep in the state and do something there. We are at 29 states so far. When we aren’t traveling, I enjoy baseball and golf, and reading Disney and Harry Potter books with my family.
People say I am
Resourceful, dedicated – a connector of people and resources.
I earned my Master of Science in Accounting from University of Connecticut and my BS in Business Administration from Bryant University. I am also a graduate of the AICPA Leadership Academy. I am very active in the CTCPA including service as President elect, former At-large board member and State Council Chair, and service on the Strategic Planning and New and Young Professionals Committees. My professional affiliations also include:
- AICPA ENGAGE conference, chair of EDGE conference
- AICPA former activity
- Council member
- Firm inMotion task force
- Women’s Initiatives Executive Committee