ROLE: To cultivate client relationships and meet their tax and financial needs, as well as manage, train and mentor internal staff.
MY CLIENT IMPACT: My role allows clients to receive straight forward, honest feedback predicated based on what is in their best interest.
PERSONALITY: Funny, and laid back.
PERSONAL PASSIONS: Music, record collecting, and family time.
CREDENTIALS / EXPERIENCE: Certified Public Account serving the financial needs of individuals, businesses and trusts.
EDUCATION: Bachelor of Science in Media Art & Design from James Madison University; Post-Bacc Certificate in Accounting from Virginia Commonwealth University