I work closely with the CEOs, CFOs and serial entrepreneurs of high-growth technology and healthcare IT startups and established businesses. I serve as a liaison between Aprio partners, advisors, clients and prospects to ensure they have access to the insights and expertise they need to innovate, seize growth opportunities and achieve their business goals.
My specialties include helping clients navigate PPP loan forgiveness and working with healthcare IT companies to improve cashflow through R&D tax credits. Aside from executing strategic market planning, running and analyzing CRM reports, I spend the majority of my day advising clients and prospects. To me “sales” is somewhat of a dirty word. I am deeply committed to our clients’ success and I leverage my experience as a CPA to connect clients with the services that will be most valuable to their businesses. I enjoy answering questions like:
I enjoy doing home renovation projects with my wife and helping her run her business. We also love spending time with our family and traveling! My professional and civic affiliations include: