I grew up in West Allis, Wisconsin, then Pewaukee for many years
What I like about Vesta is the size of the firm, and the types of clients. I have spent most of my career in an atmosphere like this.
Some of my best attributes including working well with all types of co-workers and clients, and explaining to clients why we need certain info, especially in the estate/trust area.
I have over 30 years of experience in public accounting. Much of my time has been spent working with small/medium businesses, their owners, and their families. I have worked with many different types of businesses. And I enjoy the Estate, Gift and Trust area.
I want to give the clients the best experience possible. When working with people in the estate area, I often meet them when they are dealing with some strong emotions. I like to try to make them feel like we will be with them every step of the way and to let them know we are here to help
Degree: B.S. in Accounting
Professional affiliations/Community service: