I’m always looking for opportunities to help my clients prepare for, react to, and leverage changes in the tax landscape. Many of my clients are middle-market, privately held organizations — predominantly in the technology, manufacturing, and biosciences industries — and they know I’ll always go the extra mile for them.
In more than 10 years with the firm, I would count my greatest accomplishments as the small moments where I was able to help a colleague or a client through a challenge. I’ve always loved puzzles, and that carries over into the work I do on behalf of my clients every day. It’s extremely satisfying when I’m able to recommend minor adjustments to transactions that make a major cash impact for the people who depend on me.
I’m often asked to speak to clients and to C-suite executives in large, public forums regarding changes in tax law and how to strategically use those changes to your advantage or, in some cases, to minimize the damage. I belong to the AICPA and the Colorado Society of CPAs. I received my B.S. in accounting and my M.S.T. from Notre Dame.
I spend my free time with my wife and two young children outdoors as often as I can manage it. When I need “alone time,” I enjoy motorcycle rides through the foothills and mountains.