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Credentials

  • CPA/PFS
    AICPA
    Feb, 2006
    - Sep, 2024
  • Series 63
    -
    Sep, 2001
    - Sep, 2024
  • Series 7
    -
    Sep, 2001
    - Sep, 2024
  • Life and Health Insurance
    -
    Jan, 2001
    - Sep, 2024
  • CPA
    AICPA
    Jun, 1993
    - Sep, 2024

Experience

    • Shareholder
      • Jan 2017 - Present

    • Tax & Financial Planning Manager
      • Nov 1985 - Dec 2016

      Supervision of Tax Department; review and preparation of corporate, partnership, fiduciary, and individual income tax returns, estate and gift tax returns; tax planning; tax research and projections; assisting clients in establishing, monitoring and attaining their financial goals; investment advisory services; and small business consulting.

Education

  • Thomas More University
    Bachelor's, Accounting
    1984 - 1988
  • Dixie Heights High School
    1981 - 1984

Community

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