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Over 10
years experience in the accounting and financial field. |
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Accredited in Business Valuation |
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Certified
Valuation Analyst |
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Major
clients include: Professional services organizations, manufacturing
firms, retailers, distributors, and real estate firms. |
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Specialist
in tax planning and consulting for closely-held businesses and
their owners. |
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Primary
areas of expertise with issues such as: Determining tax structure,
minimizing overall tax burden, merger and acquisition analysis,
foreign taxation and multi-state taxation. |
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Finance and management committee member for the YMCA of Greater Cincinnati Child Development Services. Finance and operating committee member for Main Street Ventures, a nonprofit organization promoting regional economic development by providing a physical structure, structured development plan and shared resources to resident start-up and technology businesses. Member of the Dollars and Sense committee of Crossroads Community Church.
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Guest
columnist on financial issues for local business publications. |
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Bachelors Degree from University
of Tennessee and Master of Business Administration Degree from Xavier University with concentration in Accounting. |
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