Experience

LBMC

• United States
• Accounting
• 400 - 500 Employee

• Senior Manager - Private Client Tax Services

  • 2022 - Present

  Nashville, Tennessee, United States Advised high net worth individuals on matters of estate planning and family wealth transfer. Offered solutions to mitigate estate, gift, and income taxes on sophisticated transactions. Interpreted tax effects and compliance on complex trusts and estate planning structures.



Washington University in St. Louis

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Professor of Economics

  • 2008 - Present

  St. Louis, Missouri Taught Law & Economics, American Legal History, and Economic History.



First Bank

• Banking
• 700 & Above Employee

• Senior Vice President - Director of Wealth Strategy

  • 2018 - 2022

  St. Louis, Missouri Developed and implemented sophisticated financial planning processes for Wealth Management. Advised high net worth and ultra high net worth clients on wealth transfer strategies, charitable giving, tax structures, estate planning, and business succession planning.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Vice President - Wealth Strategy

  • 2015 - 2018

  St. Louis, Missouri Provided clients with advice on wealth management, tax strategies, retirement planning, education funding, asset allocation, estate planning, and business succession planning.



McCarthy, Leonard & Kaemmerer

• Transactions Attorney

  • 2014 - 2015

  St. Louis, Missouri Practiced in the fields of corporate transactions, mergers and acquisitions, real estate transactions, estate and succession planning, tax planning, and contract law.



Berry & Maxson, LLC

• Litigation and Transaction Attorney

  • 2009 - 2014

  St. Louis, Missouri Represented clients in anti-trust, bankruptcy, taxation, and class action suits. Drafted documents for sophisticated corporate and personal transactions.



Graves, Bartle & Marcus, LLC

• Senior Consulting Attorney

  • 2008 - 2009

  Kansas City, Missouri Administered a team of more than fifty attorneys in a large scale evidence review.



Sandberg Phoenix

• United States
• Law Practice
• 200 - 300 Employee

• Tax Department Intern

  • 2007 - 2007

  St. Louis, Missouri Counseled attorneys on the tax consequences of various transactions.



Missouri Governor's Office

• Assistant General Counsel

  • 2006 - 2006

  Jefferson City, Missouri Identified and outlined legal avenues for the Governor's policy objectives.



St. Charles County Counselor

• Legal Intern

  • 2005 - 2005

  St. Charles, Missouri Assisted staff attorneys in extensive tax increment financing litigation.



Anita Yeckel for State Treasurer

• Campaign Manager

  • 2004 - 2004

  Missouri Organized and ran a state-wide political campaign.



Americans for Tax Reform

• United States
• Political Organizations
• 1 - 100 Employee

• State Taxation Associate

  • 2003 - 2003

  Washington, D.C. Reviewed state taxation levels and increases.



Adam Smith Institute

• United Kingdom
• Think Tanks
• 1 - 100 Employee

• Projects Manager

  • 2002 - 2002

  Westminster, London, United Kingdom Coordinated tax policy meetings with scholars and Members of Parliament.