As the leader of our nonprofit tax practice in the Rocky Mountain region, I advise all types of exempt organizations about tax compliance and tax strategies to maximize the impact of their missions and their financial resources. I have more than 25 years of experience serving clients, mostly in the healthcare and nonprofit sectors.
We have a tremendous number of nonprofits in Colorado, including private foundations, healthcare entities, arts and cultural organizations, and social clubs. I’ve had the privilege of educating many board members and nonprofit executives for these groups on how to effectively use their resources for their charitable work.
Along the way, I’ve coached clients, mentored colleagues, and recruited future leaders. I believe my success is largely a result of an attitude instilled in me at any early age to always be approachable and accessible.
I’m proud of my contributions in supporting nonprofits, and I’ve been asked to speak at local, regional, and national conferences on nonprofit tax-related issues. I’m a regular presenter at the Plante Moran Nonprofit Summit, and I’ve helped development of personnel to understand how tax reform impacts charitable giving.
I’m a member of the AICPA, the Colorado Society of CPAs, and the National Association of College and University Business Officers and recently completed terms as treasurer and chair of the finance committee of the Colorado Nonprofit Association. I received my B.S. in accounting with a minor in economics and English literature at Brigham Young University.
Outside of work, I love sporting events and live music. I enjoy traveling, running, gardening, boating, and spending time with family and friends who have similar interests.