Copyright © 2024 CapTrust Financial Advisors. All rights reserved.
2022
MS in Accountancy (MSU)
BA in Accountancy (MSU)
CPA Licensed in California since 2008
Warner Norcross + Judd LLP, Tax and Family Office Manager, 2013-2022
Plante Moran, Tax Manager, 2010-2013
PricewaterhouseCoopers, Tax Sr. Associate, 2006-2010
Ireland
Australia
Acadia National Park
I have an area where my two great passions, the love of learning (the tax code and law are ever changing) and my desire to serve others have merged together. I love helping clients navigate challenging waters to allow them to leave a lasting legacy for their family and community.
I love that I get to work with a group of people whose deepest desire is to see our clients live a complete and purposeful life. Deepening relationships with our clients and helping them solve thorny issues encourages and motivates me everyday.
Spouse: Adri
Kids: 2 Kids 11 girl & 9 boy
Pets: Chocolate Lab
Playing with the kids
Reading
Camping
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.