A Teacher at Heart
I love serving clients as a tax advisor because the work is service-oriented and intellectually challenging. I’ve served hundreds of business owners by helping them understand how the performance of their business and the decisions they make impact their taxable income.
Proactive and Forward-thinking
I don’t wait until yearend. I work with clients throughout the year to develop a plan to anticipate and minimize their tax liabilities.
Accessible and Responsive
Meeting with clients is the best part of my day. I work hard to earn their trust so that I am the first person they reach out to when they want to talk something through.
Resume points
A few things you would find on my resume (and a few you wouldn’t):
- BA in English w/ highest honors, Emory University
- US Army veteran with combat service during Operation Iraqi Freedom
- North Carolina CPA license #42427
- Member, AICPA and NCACPA
- Husband and a father of three, my two favorite jobs
- Unapologetic fan of the Philadelphia Eagles (Go Birds!)
- Love getting outside and love a great road trip