I am a tax partner specializing in providing tax planning, business valuation, and financial planning services to restaurants and food processors, real estate holding companies, service firms, and distribution companies. I also work significantly with family office clients and high net worth individuals, providing clients with tax and financial planning solutions, such as estate and gift tax planning, so they can grow their wealth for retirement and effectively meet their families’ future needs.
I am known for bringing an intuitive understanding of the challenges that accompany tax complexity. By providing actionable insights into complex issues, I often pinpoint challenges and solutions before problems emerge. In addition, I develop close, long-term relationships with the families I serve, gaining an understanding of their goals and the legacy they wish to create.
I meet regularly with attorneys, bankers, and investment advisers to keep up with the changes in the Chicago business community. I frequently serve as a speaker on tax issues and am an adjunct member of the John Marshall Law School Tax Advisory Board. I hold an M.S. in taxation from DePaul University and a B.S. in accounting and business management from Eastern Illinois University.
