Professional Experience:

• Manages a group of professionals devoted to providing tax planning and business consulting services to companies in a variety of industries.
• Works closely with business owners providing financial and business consulting solutions for companies involved primarily in the following industries:
• Dealerships
• Construction
• Manufacturing

• Consults auto dealerships on LIFO calculations, internal controls analysis and tax strategies.
• Consults/assists with strategies and analysis of mergers and acquisitions
• Member of Driving Force Dealership Consulting Group, sharing dealership accounting, tax and business consulting services to help dealers maintain a competitive advantage in their marketplace.
• Specializes in estate tax planning, federal, state and local tax planning and business succession planning.
• Member of the firm’s Audit & Assurance Department.

• Background:

• B.A. in Accounting from Oakland University

• Active and Prior Professional Memberships Include:

• Member - Michigan Association of Certified Public Accountants
• Member - American Institute of Certified Public Accountants
• Member - Driving Force Auto Dealer Consulting Group, a national network of CPA/Consultants

Active and Prior Civic Memberships Include:

• Board Member - Sterling Heights Regional Chamber of Commerce and Industry
• Past President & Treasurer - Sterling Heights, Utica, and Shelby Township Chamber of Commerce
• Treasurer - Homeowners Association
• Vice President - Utica/Shelby Kiwanis Club
• Member - MACPA Dealership Task Force