I serve as a trusted tax and financial advisor to high-net-worth individuals, closely held business, fiduciary entities, and non-profit organizations. I provide my clients impactful advice in furtherance of their tax, business, estate, and investment goals. To be a truly successful advisor means being analytical, communicative, efficient, and always proactive.
I spent the first seven years of my career at Arthur Young and left as a tax manager to join J. Arthur Greenfield & Co. LLP, an LA based firm. I joined MGO via a merger in August 2023.
I am the chairperson of Jazz Hands for Autism, a music-centric educational and employment program for young adults on the autism spectrum.
I am a former founding Board Member (and chair for six years) of Exceptional Minds, a groundbreaking post-production studio and academy which trains folks on the autism spectrum to work in the film, animation, and television industry.
University of Southern California Los Angeles, B.S., Accounting
University of Southern California, M.S., Taxation
Certified Public Accountant, California