Although I specialize in audit and advisory services, I’m more than a CPA. I help clients achieve their strategic goals and resolve a variety of business issues. In short, I help them make money — and then I help them keep it. Some may choose to leave their CPA firm because they’re not proactive to their needs — we don’t allow that to happen at our firm.
I work closely with family- and foreign-owned businesses in manufacturing. I also work in the public sector, including municipalities, special government entities, water and wastewater utilities, and airports.
I serve as the current Cincinnati office managing partner. In addition I’m the regional leader of our municipal practice and I participate on the steering committee for our regional Japanese business services practice. Lastly, I co-lead the firm’s national airport practice.
I’ve been with Plante Moran for over 25 years, and I’m passionate about helping my team members achieve their goals. Each year we have a firm conference to celebrate the accomplishments of the firm and spotlight our new partner promotions. My goal is to be thanked in as many new-partner acceptance speeches as possible — my current tally is 11 and counting.
When I’m not in the office, I’m interacting with the community. I have a strong connection to the University of Cincinnati, where I serve as an adjunct professor at the Lindner College of Business in addition to being on the board of advisors of the Goering Center for Family and Private Business. I’m also on the agency audit review committee for the United Way of Greater Cincinnati and the finance committee at the Heritage Country Club.
I’m a member of the AICPA, the Michigan Association of CPAs, and the Ohio Society of CPAs. I hold a B.B.A. with high distinction from the University of Michigan.
I enjoy spending as much time as I can with my wife (my high school sweetheart) following our teenage sons' sports and taking family vacations. When they’re busy you can find me on the golf course.
