I can help you with tax strategies, integrating your personal and corporate objectives, financial reporting and taking your business to the next level.
A 25-year career has given me a breadth of knowledge that helps me identify both issues and opportunities and then implement the strategies needed to help my client thrive. The process begins by working closely with a client to understand their business, determine their business and personal goals, and identify any potential barriers to achieving those goals. From there, I break down issues into manageable steps and get to work on addressing them. Overcoming challenges and helping clients meet their goals gives me a sense of pride in my work.
My professional journey began with one of the "big four" firms before transitioning to industry, where I took on roles ranging from Group Controller of a construction company going public to the Director of Finance/Operations during a turnaround. Returning to private practice, I was a partner in a full-service CPA firm focusing on the owner manager and high net worth individuals. Wherever I've been, I embraced the diverse experiences and growth opportunities that have come my way.
My winter months are dedicated to coaching my two boys' hockey teams alongside my wife and spending quality time on the slopes with our daughter. As the summer sun emerges, our family's enthusiasm for camping, barbecues, leisurely dog walks, and cherished moments with friends and relatives take center stage.