I lead broad cross-sections of diverse people in analyzing complex problems in order to identify the best solutions and at the same time, help members of the team learn and grow.I am a CPA with a broad base of experience in all areas of business, including accounting, auditing, and tax. Primary experience is with entrepreneurs, executives, and high net worth indviduals and families. I also maintain a close working relationship with our sister-company SilverOak Wealth Management, LLC (a "Fee-Only" wealth manager) helping to manage all aspects of wealth creation and preservation including asset management, estate planning, and risk management.My background in firm management and business consulting has resulted in a solid reputation for advising clients on a variety of issues, including M&A, tax, strategic planning, transactional structuring and negotiations, and operational consulting.If there is an overriding theme of my career, it is that I’ve always enjoyed the people I work with and the clients I serve. Many of my clients have become my friends and these business relationships often transcend traditional accounting services.Specialties: • Auditing and Accounting Services• Internal Controls• Strategic Plan Facilitation• Mergers and Acquisitions• Process Improvement• Wealth Creation and Management• Estate Planning • Contract Negotiation and Transactional Consulting