I’m a passionate leader who loves to serve others and add value to people. I believe my work matters because people matter.

My clients include nonprofit healthcare systems, private foundations, public charities, social clubs, and trade associations. I have advised organizations regarding unrelated business income, excess benefit transactions, public support, and charitable planning strategies. I have also represented clients before the IRS and prepared applications to obtain and reinstate exempt status.

In addition, I’m the author of numerous newsletter articles and a frequent speaker at various nonprofit and planned giving conferences and seminars.

My family and I consistently serve as members of our local church.

I’m a member of the American and Florida Institutes of Certified Public Accountants. I’m also a member of the Texas and Ohio Societies of CPAs.

I earned a Bachelor of Science in Business with a major in Accountancy, from Miami University in Ohio. I am a Certified Public Accountant, licensed by the States of Ohio, Texas, and Florida.