Overview
I have been with CLA since 2008, practicing within our Private Client Tax team. I focus primarily on individual, estate, gift, and trust tax compliance, planning and modeling. I routinely work closely with outside estate planning attorneys and financial advisors to integrate tax planning recommendations into a client's overall financial plan. I also am a member of our Retail Tax team, focusing on corporate tax compliance, primarily for flow-through entities and their related business owners. I sincerely enjoy what I do and developing long-term relationships with my clients.
Education
Master of Professional Accountancy University of Wisconsin-Whitewater
In the community
Certified Public Accountant
Personal Financial Specialist
Member of the American Institute of Certified Public Accountants
Member of the Wisconsin Institute of Certified Public Accountants