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Experience

I specialize in tax planning, consulting, and compliance for both privately held and private equity owned clients in the middle-market. With more than 20 years of experience serving clients, I love being able to develop long-term relationships and be a part of my client’s growth and success. I spread my time between the food & beverage, manufacturing, technology, and service industries. Most of my clients are acquisitive in nature, fast growing and innovative.

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A few years ago, I spent a week at a surf camp in Portugal to learn to surf. While I loved the experience, my surf skills didn’t compare to what I’d imagined. Turns out surfing is harder than it looks!

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