As a principal in the firm’s tax practice, I specialize in tax compliance, planning, and consulting at both the federal and state levels. I also have extensive experience in the Historic Tax Credit space, assisting with deal structuring and compliance to ensure clients maximize their available credits. Serving primarily pass-through entities in the real estate and construction industries, my clients range from closely held family partnerships to large real estate funds.
Clients appreciate my straightforward approach to tax consulting and how I effectively communicate complex matters. I was drawn to this career because it allows me to help clients navigate the complicated world of taxes, enabling them to focus on growing their businesses. With more than a decade of professional experience, I take the greatest pride in mentoring and guiding young professionals as they grow into trusted advisors for clients. I’ve found fulfillment developing a team of future leaders within the industry. Around the office, colleagues know me for making myself available as a resource on technical matters and for my easygoing personality.
I’m a member of the AICPA, the Illinois CPA Society, and the Landmarks Illinois Skyline Council, which is an organization dedicated to the preservation of historic buildings in Illinois. I also serve on the committee for construction executives for the Chicagoland Scouting America Pathway to Adventure Council. I earned my B.B.A. from Belmont University.
Outside of work, my family and I enjoy traveling. We try to take one big trip each year.