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Experience

I specialize in serving clients in the not-for-profit and healthcare sectors. While I have a heavy focus on charitable and religious organizations, I also assist clients in the construction and manufacturing and distribution industries. Many of my clients are based in northern Ohio and throughout Michigan, but I provide technical expertise to clients across the United States. 

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Specializes In

I’m known for spending a lot of hours in my office, having chocolate on hand, and being invested in my staff members’ careers. I like to think of them as my “kids.”  

Additional Thoughts

Helping seniors gain pride in an affordable home
Lisa Vargo
Article October 25, 2017 2 min read
ACG Chicago M&A Finance Festival 2018
Lou Longo
Event May 21, 2018
LeadingAge Michigan 2018 Annual Conference & Solutions Expo
Linda Bailey-Woods
Event May 20, 2018