
Experience
As a principal in our tax practice, I provide tax planning and consulting services to private equity entities, high-net-worth individuals, and family offices. I specialize in taxation, with a focus on gift tax, and trusts and estates.
With over 20 years of professional experience, my clients appreciate the exceptional services I provide, consistently ensuring that deadlines are met promptly and efficiently. I’m driven by a strong sense of responsibility and a desire to deliver the best outcomes for my clients.
I hold a B.S. in accounting from the University of New Orleans and am a member of the Louisiana Society of CPAs (LCPA) and the American Institute of CPAs (AICPA). My dedication to the profession and commitment to staying current with industry practices are evident through my active involvement in these professional organizations.
Outside of work, I enjoy spending quality time with my two sons, our cat, and two dogs — a Doberman and a Siberian husky.