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Experience

A senior manager specializing in tax compliance as a part of our personal tax advisory group. I enjoy working collaboratively with clients and their advisory teams to deliver high-quality and comprehensive service for high-net-worth individuals and their families. My career began fifteen years ago as a generalist in tax with exposure to all aspects of entity and individual taxation at the federal, state and local levels. This experience in the early part of my career gave me the foundation to move confidently into personal tax advisory services in 2022.

Professional Development

  • Ohio Society of CPAs

  • Estate Planning Council of Cleveland (pending application)

 

Areas of Specialization

  • Taxation of High-Net-Worth Individuals
  • Charitable planning
  • Estate planning and gifting

Education

Cleveland State University – Masters in Accounting

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