>  Over 10 years experience in the accounting and financial field.

>  Accredited in Business Valuation

>  Certified Valuation Analyst

>  Major clients include: Professional services organizations, manufacturing firms, retailers, distributors, and real estate firms.

>  Specialist in tax planning and consulting for closely-held businesses and their owners.

>  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.

>  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.

>  Guest columnist on financial issues for local business publications.

>  Bachelors Degree from University of Tennessee and Master of Business Administration Degree from Xavier University with concentration in Accounting.


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