Education

Bachelor of Science from California State University, Chico

 

 

Overview

I started my career in public accounting over 20 years ago. My specializations include the construction and nonprofit industries. In addition to assisting clients reduce taxes through proactive tax planning, I help to improve their internal financial records and controls. Assessing key risks and then planning to address those risks is another specialty of mine.

I direct my focus towards being proactive with our clients. Communication is certainly important and plays a prominent role as well. I understand that there may be multiple players involved and I work to coordinate all aspects with team members in order to reach each solution and goal. This approach allows me to respond quickly to the unique needs of clients.

 

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants (AICPA), member

California Society of Certified Public Accountants (CalCPA), member

Association of Certified Fraud Examiners, member

SRBX Education Foundation, Treasurer

Sacramento Construction Management Education Foundation, Treasurer

Safety Center Incorporated, past Treasurer

NAIOP, past Treasurer

Commercial Real Estate Women Sacramento, past programs committee co-chair, member