I advise my clients on income tax opportunities, including passed and proposed tax legislation, structuring of complex transactions, wealth transfer, and other planning matters.
I split my time between two industries. In the service industry, my clients range from digital marketing firms to medical service providers. I’m also a strategic advisor to ultra-high-net-worth families and multigenerational family offices in our Wealth Management practice.
Clients appreciate that I’m very approachable and proactive in addressing complicated tax issues that impact their business. I help manage complex compliance engagements by quarterbacking the overall engagement team, including assurance, national tax office, and tax solutions group members. Colleagues appreciate my sense of humor and passion for helping other staff members advance their career.
I enjoy the ability to work with a diverse client base and dedicated team members. I have more than 10 years’ experience and earned by B.S. in accounting and M.B.A. from the University of Dayton. I belong to the AICPA and Illinois CPA Society and sit on the Young Leaders Council. I recently spoke on finding work-life balance in public accounting at the Illinois CPA Society Young Professionals Leadership Conference.
