Nov 3, 2017 ,


  • Shareholder

Years of Experience:

  • Nineteen


  • Washington University, St. Louis, Missouri, B.S., Business Administration (Accounting)


  • Oversee corporate, consolidated, partnership, exempt, and individual tax compliance and consulting engagements.
  • Experience with organizations from several industries including manufacturing, retail, real estate development, professional services, charitable organizations, and trade associations.
  • Previously worked as controller for a beverage manufacturer, directing the budget, financial management, and reporting functions.

Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Recent Continuing Education:

  • Tax Reform Updates for Businesses and Individuals
  • S Corporation Taxation: Cutting-Edge Tax Strategies
  • Cost Capitalization and Repair Regulations
  • 2017 Federal and California Tax Update for Businesses and Estates
  • Corporate Financial Management