Overview
Experienced tax professional with first rate education and over 15 years experience working with privately held businesses and high net-worth individuals on business tax planning, tax compliance and representation during tax audits.
Currently Tax Director at CliftonLarsonAllen, here to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. Previously worked at Blum Shapiro prior to merger with CliftonLarsonAllen in 2020 and Friedman, Suvalle & Salomon prior to merger with BlumShapiro in 2014. Obtained my Master's in International Business from University College Dublin where I lived in Dublin, Ireland for two years working in investments and traveling throughout Europe.
Education
University of Illinois - Bachelor of Science in Accountancy
University College Dublin (Ireland) - Master's Degree in International Business
In the community
American Institute of Certified Public Accountants (AICPA)
Massachusetts Society of Certified Public Accountants (MSCPA)
Somerville Road Runners – former Treasurer, Board of Directors