At VergePointe I work directly with the partners to help business owners and wealthy families manage their entire net worth. I specialize in complex financial areas that are inherently present with many entrepreneurs, real estate investors and wealthy families. My focus is to provide service offerings around their needs, unique to their perspective and based on their goal set.I am a Certified Public Accountant (CPA). Areas of expertise include tax strategy and compliance for businesses, business owners and high net worth individuals. I also perform controllership functions for the capital fund investments related to our alternative investment platform, VergePointe Capital.