I am Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and Certified Exit Planning Advisor.

I have in-depth experience with financial statement reporting, tax and financial planning, transaction consulting, and financial and wealth management strategies. I enjoy working with individuals and business owners, providing solutions that add value and help drive their continued success. My specialty areas include tax strategies and planning, wealth strategies and planning, financial reporting, succession and exit planning, and transaction consulting for individuals and closely-held businesses.