I work in the wealth management tax group in Denver, managing tax compliance and consulting projects as well as assisting clients with estate and gift tax planning. Additionally, I help oversee a team of 30 staff, seniors, and managers who serve our high-net-worth clients, including individuals and closely held family businesses.
I was attracted to a career in public accounting after taking my first accounting class in college. I fell in love with the theory and application of tax law and really enjoyed the challenge of solving new and unique issues for people. My clients appreciate that I’m always there for them. I make it a point to listen and be responsive to their issues and concerns, so I can provide the best service and support in their time of need. Around the office, I’m known for being kind and outgoing, always willing to connect with my coworkers.
With 10 years of experience, I consider one of my greatest accomplishments to be the strong relationships I’ve built with my colleagues and clients. I’m a member of the Colorado Society of Certified Public Accountants and the American Institute of Certified Public Accountants. I’ve also spoken at the firm’s year-end tax planning webinar for individuals. I received both my B.S. in accounting and M.S. in tax from the University of Colorado.
When I’m not helping clients, I enjoy fishing, golfing, traveling, and being outdoors.