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Experience

As a specialist in the construction industry, I advise contractors of varying sizes and specialty, as well as real estate clients. I have extensive experience in closely held companies, and with professional services such as engineering, lawyers, and consultants.
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Specializes In

My parents are both first-generation Americans from the Azores in Portugal. Being a child of immigrants showed me that when you work hard in life, any dream is possible. I’m the first college graduate in my family.

Additional Thoughts

Defusing the tax time bomb for MLP investors
Brian Schultz
Article March 20, 2019 2 min read
Alert: IRS issues proposed regulations on Section 250
Kellie Becker
Article March 15, 2019 5 min read
Opportunity zones: Public comments on initial guidance from Treasury
Valerie Grunduski
Article February 28, 2019 2 min read