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
Education
Bachelor of Business Administration - Accounting, Saint Norbert College, DePere, Wisconsin, 1988
In the community
LEAVEN, Menasha, Wisconsin, Development and Investment Committee Member
Rotary Club of Appleton, President