My practice focuses on estate planning, trust, and probate work, where I help clients manage difficult times and find peace preparing their estate plans. I prepare gift and estate tax returns and regularly work with local CPAs to review returns they are working on to assist with income tax, unified transfer tax, and generation skipping transfer tax planning.

I received awards and recognition for outstanding customer service and business banking performance for developing relationships and increasing 2013 business revenues 30%. I was relocated throughout region to improve customer service at struggling branches. I set up checking accounts, savings accounts, IRAs, CDs, ACH deposits and payments and connected customers with other professionals needed to help further their financial goals. I obtained and used my Series 6 and 63 investment licenses. On top of regular business banking responsibilities, I had managerial authority to act on behalf of a Branch Manager when they were unavailable.

As a human resource supervisor, I oversaw a team of 4 Human Resource staff members and coordinated the employee incentive Program. I conducted new employee orientation and assisted in the planning and execution of employee appreciation events.As a food and warehouse manager, I supervised a team of 120 employees responsible for the daily operation of 16 restaurants, food stands, and carts. I was responsible for all ordering and purchasing for mine and other park needs.