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Experience

As the tax director of the Toledo office, I advise entrepreneurial owners and private equity investors on strategies to minimize their tax liability. While I primarily strategize with clients of internationally active manufacturing companies, I also work with multistate businesses in both the manufacturing and services industries (with a focus in franchising) to meet their financial goals.
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Specializes In

I have a strong sense of compassion and drive for giving back to my community. Over my career, I’ve been actively involved in two or three boards/committees at all times.

Additional Thoughts

Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
AICPA releases new guidelines for SOC 2 reports: What you need to know
Sarah Pavelek
Article April 17, 2019 2 min read
Professional services firms: Are your internal controls up to par?
Jack Kristan
Article April 16, 2019 4 min read