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Experience

I work with a wide variety of clients who specialize in software, medical devices, technology, online learning, and distribution. I also serve owner-managed manufacturers. Currently, I serve within the firm’s technology leadership group where I help my many technology clients work through the complex debt, equity, tax, and revenue issues these companies face.

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Specializes In

To save money when I began my career, I started cutting my own hair, and I never stopped. I figure I’ve saved about $5,000 in haircuts.

Additional Thoughts

GASB Statement 84: The changing landscape of fiduciary activities
Michelle Lewis
Article December 11, 2018 6 min read
Public Act 57: New reporting requirements for tax increment authorities
David Helisek
Article November 28, 2018 3 min read
GASB 87, Leases: Four steps to a successful implementation
Keith Szymanski
Article November 28, 2018 2 min read
GASB 84: Implementing the new GASB fiduciary activities standard
Webinar November 27, 2018 60 minute watch