Experience

InFocus Eyecare

• United States
• Medical Practices
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2023 - Present

  Dayton Metropolitan Area



Flagel Huber Flagel

• United States
• Accounting
• 1 - 100 Employee

• Director, Strategic Business Advisory and Outsourced CFO Services

  • Jun 2020 - Feb 2023

  Develop and oversee the firm’s consulting practice areas through combining the knowledge, skills and experiences obtained in public accounting and industry. Examples of Strategic Business Advisory services include buy or sell side due diligence, forecasting/budgeting, process analysis and improvement and assisting in evaluating and obtaining various financing options.



West Point Optical

• Retail
• 1 - 100 Employee

• CFO, SVP

  • May 2017 - Jun 2020

  West Point Optical Group (WPOG) is the largest independent owner and operator of Pearle Vision optical franchises. WPOG began in 2014 with 10 locations in Ohio and, as of June 2020, now owns and operates 65 locations in 9 states. Pearle Vision was founded in 1961 by Dr. Stanley Pearle, who began the concept of one-stop, total eye care with the opening of the Pearle Vision Center in Savannah, Ga. Pearle combined complete eye exams with an extensive selection of eyewear. In 1981, Pearle… Show more West Point Optical Group (WPOG) is the largest independent owner and operator of Pearle Vision optical franchises. WPOG began in 2014 with 10 locations in Ohio and, as of June 2020, now owns and operates 65 locations in 9 states. Pearle Vision was founded in 1961 by Dr. Stanley Pearle, who began the concept of one-stop, total eye care with the opening of the Pearle Vision Center in Savannah, Ga. Pearle combined complete eye exams with an extensive selection of eyewear. In 1981, Pearle Vision began offering licenses to select doctors and opticians. Today, with 600 eye care centers throughout the United States, Pearle Vision is built around a doctor-centered business model with a primary focus to deliver genuine eye care to patients and become a trusted source for all their eye health needs. Pearle Vision is owned by Luxottica, a leader in premium fashion, luxury and sports eyewear. Show less

• Tax Manager

  • Jan 2015 - May 2017

  Dayton, Ohio Area What DIFFERENTIATES me from the traditional CPA? • Paying attention to my clients and becoming invested in them so that I am able to proactively offer suggestions, ideas and services to help them meet their own goals and objectives. • Always striving to add value so that my clients view me as a trusted, vital asset to them, their business and their team • Continuously developing a reliable and diverse professional network to connect you with the… Show more What DIFFERENTIATES me from the traditional CPA? • Paying attention to my clients and becoming invested in them so that I am able to proactively offer suggestions, ideas and services to help them meet their own goals and objectives. • Always striving to add value so that my clients view me as a trusted, vital asset to them, their business and their team • Continuously developing a reliable and diverse professional network to connect you with the right individual(s) in other areas of expertise • Caring about your business just as much as you do What am I PASSIONATE about? • Working intimately with small to medium sized businesses and individuals and knowing that I was and will continue to be a component to their continued success What can I do FOR YOU and/or YOUR BUSINESS? • Tax compliance, planning and consulting services for C corporations, flow-through entities, individuals, estates and trusts • Detailed tax projections based on your short-term data and encompassing your long-term plans and goals • Business structure planning and entity selection including discussing your options, the advantages and disadvantages of each, and ultimately leading to a decision that is most beneficial to you • IRS exam guidance and support to make the process as simple as possible while striving for the best possible outcome • State and local income tax analysis to determine any potential compliance issues and potential opportunities related to income, franchise, sales, use or other taxes • Analysis of your business and strategically planning to meet your goals such as budgeting, forecasting, projecting and cash flow analysis • If starting, buying or selling a business, helping you through the process and explaining your options and the tax, financial and cash flow implications of each

• Tax Supervisor

  • Jan 2011 - Dec 2014

  Dayton, Ohio Area

• Staff Accountant

  • Aug 2008 - Dec 2010

  Dayton, Ohio Area