I serve in a leadership capacity as a member of the firm’s National Tax Office, specializing in assisting private equity funds, portfolio companies, Searchers, Search Funds, and owner-operated, privately held corporations and partnerships.
I specialize in advising clients on complex tax planning and the tax implications of mergers and acquisitions. I have over 20 years of tax experience working with a variety of industries.
My clients appreciate that I’m decisive and results-oriented, allowing me to deliver tax-savings ideas and opportunities. I’m known for saving them millions of dollars in taxes by utilizing creative tax planning and structuring techniques.
I belong to the AICPA, where I’m a tax division member, the MICPA, and ACG–Boston. I have a B.B.A. from Davenport University and an M.S. in taxation from Walsh College.
Outside of work my hobbies are classic muscle cars, particularly first-generation Camaros, U.S. coins, handgun shooting, sporting clays, and travel.