ROLE: Developing client relationships and ensuring that we always produce quality work for our clients. As a founder of the firm, I help oversee the focus and direction of the firm for continued success and sustainability.
MY CLIENT IMPACT: I know my clients on a personal level which helps me understand their unique circumstances. I always work in the best interest of my clients, looking for practical solutions and sound advice to help them achieve their tax and financial goals.
PERSONALITY: Caring, loyal, diligent, practical, and thoughtful.
PERSONAL PASSIONS: Spending quality time with family, being outdoors, running, traveling to new places and trying new restaurants.
CREDENTIALS / EXPERIENCE: Certified Public Accountant and Certified Financial Professional with 30+ years of experience in public accounting helping individual and closely held entities with taxes and financial planning.
EDUCATION: Bachelor of Science in Accounting from Virginia Tech