Who I work with
I primarily work with high-net-worth individuals and their closely held family businesses, including former and current corporate and technology executives, real estate professionals, attorneys, doctors and investors.
As Engagement Director, I specialize in serving the needs of Aprio’s most successful tax clients, leveraging the help of managers, senior managers and various other staff members to accomplish goals. I also lead the Tax practice’s implemented technology group to ensure we are leveraging technology to continuously advance efficiency and client service. From a technical tax perspective, I provide income tax planning and compliance; estate tax planning and compliance; family office structuring; and general tax consulting expertise.
Results I have delivered
My top priority is to create a superior experience for our clients, their families and their businesses. In everything I do, I lead with honesty and integrity. From providing the highest level of service through ample communication to assigning the right team members to an engagement, I’m committed to always doing what’s right for my clients and their financial goals.
Unique things about me
I played soccer throughout my college career, and during my senior year, I received the Student Athlete of the Year Award from my university. I have since retired from the sport, but I am now passionate about running and golfing.
When I am not at work
When I’m not golfing, I enjoy spending time with friends, family and my dog.
People say I am
An honest, reliable and trustworthy advisor — I prioritize being organized, thorough and efficient to ensure my clients receive top-notch service.
I received my Bachelor of Science in Business Administration, with a concentration in Accounting, and my Bachelor of Science in Exercise Science from Lander University. My other professional affiliations include the AICPA and the GSCPA.