As a leader in our housing and community development solutions group, I specialize in structuring real estate transactions with tax incentives. I’m one of the firm’s tax credit technical resources, and my expertise includes consulting on real estate transactions involving historic tax credits, New Markets Tax Credits (NMTCs), low-income housing tax credits (LIHTCs), and other state and local incentives. With more than 25 years of experience, I’ve closed transactions of all sizes, from a small-town Main Street type to one of the largest historic rehabs in the country.
It’s rewarding to contribute to the positive impact tax incentives provide in community development. I get excited sharing my knowledge with our staff and educating our clients on various incentives and opportunities available for their projects.
Prior to joining Plante Moran in 2011, I worked in fund and asset management for a regional syndicator and, prior to that, I was the controller for an affordable housing developer/contractor. My previous experience provides me with perspective and insight into all aspects of a project from inception to disposition.
I’m a frequent speaker on the topic of tax incentives and have published several articles on them. I’m on the board of Landmarks Illinois – “People Saving Places for People.” I have a B.B.A. in accounting from the University of Michigan-Dearborn.