I work with high net worth individuals and owners of closely held family businesses with annual revenues in excess of $10 million. I also lead a passionate growing team of 300+ tax and accounting professionals.
I spend most of my time advising clients on complex income tax matters, tax planning and providing guidance on daily business needs. From selecting the right entity structures for businesses, to creating innovative strategies to reduce federal and state tax burdens, I help my clients achieve financial goals and increase the profitability of their businesses. When I am not working with clients, I work with Aprio team members to create new ways to advance client services.
I have 30+ years of public accounting experience and I really love serving closely held, family-owned businesses because they commonly seek a CPA that cares about them as people as well as their business – that is what I bring to the table.
I am an avid golfer and fisherman. And when I wind up in water traps on the links, my fishing skills can come in pretty handy.
If I am not fishing or playing golf, I am spending time with my family, preferably in warm sunny places where we can enjoy these pass times together.
I treat everyone fairly and I put others first.
I earned my Bachelor of Business Administration from the University of Georgia and a Masters of Taxation from Georgia State University. My professional and civic affiliations include: