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.
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