I am an experienced CPA professional with nearly 30 years of specialized experience providing personal tax and consulting services to individuals and closely-held business. In closely-held business, there’s a close connection between business and individual tax planning. I can help with both sides.In my role as partner, I have the privilege of leading and developing a talented team of individuals. I care about ensuring our future leaders are provided with mentors and education to help them succeed in their career development.As an extension of my commitment to my clients and co-workers, I am also actively involved in the community. I serve as a volunteer on the board of directors for Guardian Credit Union, the Greater Menomonee Falls Foundation, Sussex Farmers Market, Hamilton Athletic Booster Club, Wisconsin Institute of CPAs Educational Foundation and as a member of the Budget Committee for the Three Harbor Council of the Boy Scouts of America. I am also a member of the Wisconsin Institute of CPAs, TEMPO Milwaukee, Waukesha County Business Alliance and the Greater Milwaukee Foundation Herbert J. Mueller Society.I received my bachelor's degree in accounting from the University of Wisconsin - Platteville and am a member of the American and Wisconsin Institutes of Certified Public Accountants. My family and I enjoy spending our spare time vacationing in northern Wisconsin.
Listed skills include Tax, Accounting, Small Business, Cpa, and 19 others.