Leveraging more than 30 years of public accounting experience, I am proud to provide tax and accounting services to high-net-worth individuals, trusts, estates, businesses, and private charitable foundations. I also assist my clients with their investment portfolios and their estate planning.
Before joining MGO, I was a partner at J. Arthur Greenfield & Co. LLP, which merged with MGO in August 2023. There I worked extensively with high-net-worth families in the management of their financial and tax matters.
University of Southern California, B.S., Accounting
Golden Gate University, M.S., Taxation