I started my career at Deloitte Haskins and Sells, and before we combined with MGO, I most recently served as a tax partner at J. Arthur Greenfield & Co. LLP. I bring my 30 years of experience in the field to each engagement, assisting high-net-worth families, their businesses, trusts, and foundations to find the smart, practical, and efficient strategies for their tax and financial needs.
This work is especially gratifying, as I work with multiple generations of families and therefore have developed the “big picture” over many years and can assist in ways that go beyond the usual.
University of California, Los Angeles, B.S., Economics
Certified Public Accountant, California
American Institute of Certified Public Accountants
California Society of CPA