I have spent the better part of my 25+ years of in public accounting advising dental and medical practice owners. I believe that accounting, tax and advisory services is a relationship business that is built on trust. So, I partner with my clients and take a proactive hands-on approach that delivers results and helps them achieve their goals.
I advise clients in all aspects of their business, but my specialties include strategic tax planning, cash flow and working capital management, profitability and compensation consulting and succession planning. I enjoy helping small to medium-sized closely held, and family businesses grow and build value.
I enjoy running, volunteering, Alabama football and spending time with our growing family. I am a member of the AICPA and the GSCPA. I am an executive board member of Jewish Family & Career Services, former board member of Turning Point Breast Cancer Rehabilitation and past president of Congregation Etz Chaim.
I am a good listener and I have been told I have a great sense of humor.