Who I work with
I work closely with executives and owners of middle-market retail, franchise and hospitality operations across the nation. If you are seeking a proactive business and tax advisor to help you take your business to the next level, let’s talk.
My clients count on me for tax structures and ongoing business and strategic tax planning that support profitable growth. I help navigate the sale of businesses, and I help clients minimize state and local tax exposure. I played a key role in founding Aprio’s PPP and ERC Services group which has received national acclaim and I continues to help clients leverage these programs to increase liquidity.
Results I have delivered
I have personally helped hundreds of businesses increase cash flow through the skillful coordination of CARES Act benefits. I am an expert at successfully guiding clients through PPP loan applications, accounting and forgiveness processes and coordinating other programs like the ERC payroll tax credit to maximize their benefits.
Unique things about me
I enjoy golfing, fishing, tennis and softball. And with the Rocky Mountains in my backyard, I love snowboarding.
When I am not at work
I am the proud father of 2 boys and 2 girls, and I love spending time with my family at home and on the slopes.
People say I am
Hardworking, persistent, and dedicated to my retail & hospitality practice.
I look beyond my clients’ current needs to plan and take actions to advance them toward their future goals.
I earned my Bachelor degree in Accounting from the University of Georgia’s Terry College of Business. I am a member of the Georgia Restaurant Association, Colorado Restaurant Association, and a founding member of the Restaurateur Summit.