ROLE: To serve tax, investment and financial planning clients; to provide thought leadership and direction to our teams.
MY CLIENT IMPACT: My role allows me to use my knowledge and experience to help clients make decisions and take action that makes sense for them.
PERSONALITY: Calm, easy going and supportive.
PERSONAL PASSIONS: Family, youth sports, college basketball and community involvement.
CREDENTIALS / EXPERIENCE: Certified Public Accountant and Certified Financial Planner for 37+ years.
EDUCATION: Bachelor of Science in Finance and Management from University of Virginia; Masters in Accounting from University of Arizona