My clients appreciate that I stay relatively calm, even in the face of impending tax deadlines — something that’s not always easy to do. For my high net worth clients, my goals are to minimize their taxation and maximize their after-tax cash value. I help them transition their businesses or their investments to the next generation and help them fulfill their charitable intentions.
I also work with clients in the services industry, primarily law firms and architectural and engineering firms, and I have a focus on auto dealerships. I advise these clients on compensation plans, multistate tax-planning strategies, and how to minimize entity taxation.
Around the office, I’m known for my “management by walking around” style. I like to stay engaged and let younger staff know I’m invested in them. I served as the Southfield tax director for nine years before transferring to the Detroit office and serving in that role for four and half years. In this role, I’ve gained a detailed knowledge of business and personal tax issues that I’m always sharing with my immediate team and the rest of the tax department. I am enthused to now lead the Detroit office as office managing partner.
Outside of work, I love traveling. I’ve been to six of the seven continents. I’ve also been a contestant on three game shows — and I’ve won prizes on two of them. Acting is one of my favorite past times.
As a member of PM’s Spirit and Principles group, I attend a handful of internal trainings each year where I talk about the philosophies of the firm. I feel it’s important to keep our stories alive. I’m a member of the AICPA and the MICPA, and I have a B.B.A. from the University of Michigan.