I partner closely with individuals and families to provide thoughtful, tailored tax strategies that evolve as their lives and financial situations do. Trust is the foundation I strive to build for my client service, and I work hard to earn that trust through practical guidance and a steady presence during both routine planning and more complex or unexpected transitions.
I believe that some of the most meaningful work I do involves guiding my clients through difficult personal situations, including the loss of a spouse. I also help my clients navigate the estate administration and execution process, understand options available to them, and make informed decisions during very emotionally challenging chapters of life. This allows them to move forward with confidence and peace of mind—things you can’t put a price on.
With deep technical experience in private foundation taxation and an approachable, friendly working style, I’ve been recognized as a subject matter expert and technical resource. In addition to client service, I have been actively involved in staff technical training throughout my career, a true source of job satisfaction in mentoring and developing newer professionals, helping them grow their skills and confidence to better serve the firm’s clients.
Beginning my career in 1994, I’ve worked in public accounting for over thirty years and have enjoyed cultivating relationships with many wonderful clients and their families.