Education

Master of Professional Accountancy University of Wisconsin-Whitewater

Overview

I have been with CLA since 2008, starting out as an intern and auditor of employee benefit plans.  I quickly "saw the light" that tax was my calling after preparing my first individual tax return (which was my own).  I then started full-time with the firm in 2010 working out of our Racine, Wisconsin office, doing a mix of both assurance and tax preparation work.  In 2014, I transferred to our Milwaukee office and joined our Private Client Tax team, where I now focus primarily on individual, estate, gift, and trust tax returns.  In addition to that, I also spend time practicing in our Retail industry, specifically with our dealership clients, as well as serving many other small businesses in a variety of industries.  It is safe to say that I do all (or most) types of tax returns in all shapes and sizes!  I sincerely enjoy what I do and getting to know and help my clients, in any way that I can, including beyond their tax return.

Upcoming speaking engagements

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Resources and event materials

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In the community

Certified Public Accountant

Member of the American Institute of Certified Public Accountants

Member of the Wisconsin Institute of Certified Public Accountants