Overview

  • Started career with a "Big 4" professional services firm.
  • Assisted middle-market companies and their owner-executives with tax and other business challenges.
  • Led firm-wide culture change and other human resource initiatives.
  • Served as "executive-in-residence" with a global non-profit organization.
  • Launched independent advisory practice in 2000.

Education/Credentials

  • Bachelor of Business Administration degree from The University of Michigan
  • Master of Science from Baruch College
  • American Institute of Certified Public Accountants Personal Financial Specialist Credential holder
  • Licensed Certified Public Accountant

Experience

  • Over 20 years of "Big 4" accounting, tax and practice management experience
  • Vast range of experiences advising external and internal clients on tax, financial and human resource matters.

Community Service

  • Dedicated to serving through hands-on and board-level roles, including:
    • White Plains Board of Education
    • Leadership Detroit
    • Adjunct accounting professor