Education

Bachelor of Business Administration - Accounting, Saint Norbert College, DePere, Wisconsin, 1988

Overview

Certified Public Accountant; Tax Shareholder, Schenck SC, 2004-2018 (now CLA); Tax Principal, CLA

 

Areas of Practice:  Estate, Gift, and Fiduciary Income Tax Planning and Compliance; Tax Planning for High Net Worth Individuals and Families; Charitable Gift Planning; Retirement Plan, IRA, and Roth IRA Distribution Planning

 

Upcoming speaking engagements

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Resources and event materials

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In the community

newVoices, Board Member

Rotary Club of Appleton, Board Member