Overview
Advising businesses and their owners within the dealership, retail, manufacturing, distribution, and construction industries. Leading with forward looking strategies to reduce taxes and risk. Ensure tax compliance matches those strategies developed and flush out addition opportunities in the process. Track record of thinking outside of the box to find solutions for complex problems involving multiple disciplines and service providers. Financial statement preparation, assurance procedures (financial statement reviews and audits), private client tax, gift/estate/trust consultations. Integrate with my client's financial planners, investment advisors, attorney, and internal finance leaders.
Education
BS in Accounting from the Herberger College of Business at Saint Cloud State University.
MBA from the Herberger College of Business at Saint Cloud State University.
In the community
Rotary of Monticello
Rotary of St. Cloud
Rotary of St. Cloud Granite
Member of the AICPA, and the MNCPA