Throughout my career, I have been fortunate to work with clients ranging in all sizes — from startups to multi-billion-dollar global enterprises, both private companies and SEC issuers. I focus on middle-market businesses, targeting industries like manufacturing and distribution, construction, service, food and beverage, technology, and financial services.
In addition to attending to my clients’ assurance needs, I am passionate about servicing ERISA engagements, serving as the partner on many of the firms’ employee benefit plan audits. I take pride in acting as a trusted advisor, helping clients achieve their goals and working with them to reach their potential, specifically related to optimizing business operations, succession planning, and taxation.
Previously, I worked for Nussbaum, Berg, Klein & Wolpow, CPA’s LLP, joining MGO via merger. I started my career working for a Big 4 firm.
