As the co-tax director of our Chicago offices, I provide strategy and tax structuring advice to business owners, real estate developers, private equity companies, and families.
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I also specialize in partnership taxation. My clients appreciate my 20 years of experience structuring complex transactions and other business deals in a way that helps them align their fiscal and operational models. Whether I seek out my colleagues or look to professionals outside the firm, my goal is to bring the appropriate experts to the table who will consult with my clients and help them reach their goals.
While I strive for a laid-back approach when interacting with clients, my analytical nature is what helps me develop cutting-edge solutions. This career called to me because there’s a natural logic to it that feels intuitive to me. But the reason I keep coming to work every day is because that logic leads me to outcomes that help investors and owners reduce direct and indirect tax costs and, therefore, achieve their goals of increasing profitability.
I’m a member of the AICPA and the MICPA, and I’m the Frankfort Square Park District Commissioner. I received a B.S. in accounting from Bradley University.
Golfing is my favorite hobby when I find some free time — although I don’t have much of that between my career and following my kids around. They’re involved in quite a few activities, which keeps our family busy.