Tell us a little about your professional and educational experience.

In my first career, I spent over 23 years at Arthur Andersen as an Audit Partner working primarily with owner-managed companies and professional services firms. Since then, I’ve worked at four boutique firms putting my time, energy, and attention to help profitably build those organizations.

Your specific area(s) of professional expertise?

I enjoy leveraging my interest and experience in accounting, financial reporting, tax, M&A transactions, and wealth management to help clients gain the appropriate information for decision making in complex environments.

What does being a True Consulting Partner mean to you?

Helping people to get the things that they need done-done right. If we can’t do it; I’ll help connect you to someone who can.

You can have any superpower in the world…

Time Travel. It would be wonderful to see firsthand what it was like to live in a different time and meet interesting people from the past and the future.

Quote to live by?

“Anyone who tries to make a distinction between education and entertainment doesn’t know the first thing about either one.” – Marshall McLuhan


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