I'm one of the firm’s tax leaders, and I provide tax compliance, tax-planning, and transaction consulting services to middle-market privately owned and private equity-owned organizations. I serve a broad range of clients, including professional services companies, engineering companies, transportation companies, environmental companies, medical service organizations, and retailer dealers. In addition, I provide wealth management services to high-net-worth families.
Whether my clients are heads of organizations or heads of their household, they appreciate that I’m always thinking ahead and looking for opportunities to save their tax dollars. I love partnering with them and providing practical ideas that help them deal with complex transactions. Working with fascinating leaders in this industry — both clients and colleagues — fuels my desire to help grow Plante Moran’s service industry tax department.
I’m a member of the MICPA. I received my B.B.A. in accounting from the University of Michigan–Dearborn.
Outside of work, I spend my free time with my two kids and my wife. I stay active with softball, racquetball, and the gym.