Personal interaction with clients is key to understanding their unique situation. I have over 30 years in the accounting industry serving thousands of individuals and small businesses. Spending the time to get to know each client personally helps me apply the knowledge I have gained to their specific needs. Because I am a small business I can relate to many of the issues my clients deal with, and can help them overcome obstacles and warn of pitfalls as they grow.
I oversee the operations of the firm, founded in 1989. I primarily focus on providing consulting services to clients in the areas of business planning and budgeting, tax planning, growth and succession planning. I work with clients to better understand their financial statements to help them be a better manager of their own business.
I have a Bachelor of Science in Business Administration with a concentration in Accounting from Lake Superior State College. I am an Enrolled Agent and a Certified Management Accountant. In my spare time, I enjoy spending time with my family and friends playing tennis and golf. I also have a passion for hunting, hiking, and diving or snorkeling.