Experienced, Knowledgeable, Collaborative
My career has spanned public accounting, publishing, distribution, manufacturing and health plans. After spending the past 17 years deeply involved in insurance regulatory matters, investments and corporate finance, I have opened my own CPA firm dedicated to consulting in these three areas.
My goal is to be a trusted advisor to my clients and work with them collaboratively to execute their strategy.
I have a Bachelor of Science in Accounting from Clarkson University and a Master of Arts in Economics from San Francisco State University. In addition to being a Certified Public Accountant I also hold the designations of Certified Management Accountant and Certified Financial Manager.