As an advisor, my number one priority is to help my clients achieve their goals. From preparing financial statements to filing tax returns to providing business and succession advice, I enjoy spending time with my clients to learn about their business and identify opportunities. It’s a formula that’s delivered great results for my clients over my 30+ year career.
I work with owner-managed private businesses and individuals in a wide range of industries including wineries, agriculture, professional services, construction, tourism, food and beverage, and retail.
Outside of the office, I love to be out on the water boating or waterskiing, and I enjoy cycling, camping and exploring the great outdoors. Community involvement is also very important to me, and I’m a proud member and Treasurer for the Penticton Rotary Club.
- CPA, CA