Managing Member
CurrentIn 2016, I formed an intentionally small practice focusing on unique small and medium size clients that desire a relationship with their CPA beyond tax compliance work. We strive to deliver a unique experience unlike “your typical CPA.” What does that mean to me? It means that you truly enjoy working with our team. It means you leave a meeting with us and feel like you received value. It means after spending time with me in a meeting, you leave with a “surprise benefit” – something you did not expect. It means you have a business partner.Our practice focuses on engaging innovative entrepreneurs in a variety of industries including real estate development, construction, hospitality, professional service firms such as attorneys, architects, engineers and title companies. I deeply care about my clients’ success and our goal is to enhance your prosperity while providing a one-of-a-kind client experience
