As Managing Director, I provide organizational and industry leadership to senior living providers across the country, working with a team of 15+ professionals solely dedicated to the growth and achievement of financial and organizational success. Leading feasibility study and planning engagements for over 60 strategic initiatives and financings of start-up, expansion and repositioning projects for continuing care retirement communities (CCRCs)/Life Plan Communities (LPC) throughout the United States including Georgia, South Carolina, North Carolina, Florida, Alabama, Tennessee, Texas Illinois, Iowa, New York, Connecticut and Massachusetts. Bond issuance for these projects equal over $2.5 billion in financingsI have also completed and guided financial and strategic planning for organizations looking to expand and/or reposition their campuses.Additional engagements include due diligence procedures for potential campus acquisitions, financial analysis for bond covenant compliance and market demand assessments for new campuses and campus expansions.

Accounting, financial planning, market research and covenant compliance for the senior living industry across the United States, with a focus on feasibility studies and planning efforts for major expansion, repositioning and start-up organization.

Managing director for our prospective reporting and strategic planning team, focused on senior housing and care providers nationwide.

Senior Manager for financial feasibility study, financial planning, market analysis for the Senior Living industry

Audit and Tax engagements for nonprofit, governmental, manufacturing and retail industries