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Experience

I'm one of the firm’s tax leaders, and I provide tax compliance, tax-planning, and transaction consulting services to middle-market privately owned and private equity-owned organizations. I serve a broad range of clients, including professional services companies, engineering companies, transportation companies, environmental companies, medical service organizations, and retailer dealers. In addition, I provide wealth management services to high-net-worth families.

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Specializes In

I try to be handy. Whenever I fix something at home, I break something else, so I get to fix two things instead of one.

Additional Thoughts

Tax reform implications for professional services firms
Eric Wydra
Article March 20, 2018 4 min read
Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
AICPA releases new guidelines for SOC 2 reports: What you need to know
Sarah Pavelek
Article April 17, 2019 2 min read