Education

  • Bachelor of Science in Accounting from University of Massachusetts at Dartmouth
  • Master of Taxation from Suffolk University

Overview

Managing Principal of New York City, NY and New Bedford, MA offices

  • 2019 Chair of CLA's Future Innovations Team
  • 2017 Former Chair of CLA's Young Executive Team
  • Client responsibilities include:
    • Business owner and C Suite relationships
    • Business consulting and advisory services
    • Tax planning, consulting and compliance
    • Federal, state and local income taxation
    • Tax controversy
    • Foreign operations of US Companies

Upcoming speaking engagements

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Resources and event materials

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In the community

  • Member of the Massachusetts Society of Certified Public Accountants
    • Women to Watch Award winner for 2016
    • Member of Women in Accounting Committee
  • Zeiterion Theatre, Board of Trustees (Treasurer 2013 - 2018)
  • Certified Public Accountant in the Commonwealth of Massachusetts
  • Member of the American Institute of Certified Public Accountants