I grew up in Saukville, Wisconsin.
My best attributes include tax technical knowledge, research skills, attention to detail, & organizational skills.
I have over 25 years of tax compliance, research, and consulting experience, including Big 4 and other national & large regional firms. My expertise includes multi-entity client groups, real estate (including like-kind exchanges), multi-state, and partnership taxation. I have also specialized in non-profit organization taxation my entire career. I most enjoy the client mix and benefits of working for a mid-sized regional firm.
My clients & co-workers motivate me. The experience and resources available across the entire team at Vesta enable us to provide excellent service to our clients. Many people find dealing with taxes to be stressful and confusing. I’m motivated to help our clients accomplish their goals, while keeping the process as streamlined and stress-free as possible.
Degree: BS in Accounting
School: Marquette University
Professional affiliations/Community service:
Member of WICPA, AICPA, and TEGE Exempt Organizations Council