Previous experience at a regional and national public accounting firm with over 9 years of expertise in auditing, accounting, and advisory services. Known for a hands-on leadership style, skilled at building long-term relationships and delivering exceptional service through clear communication and a solutions-oriented approach.

Specializes in financial reporting, regulatory compliance, risk assessment, and strategic planning for a diverse portfolio of clients, including high-growth privately held businesses.

Specializations

• Audit & Assurance
• Manufacturing/Distribution
• Employee Benefit Plans, including 11-k filers
• Private equity 
• Financial reporting 
• Construction
• Revenue Recognition and Implementation

Professional and Civic Memberships and Activities

• American Institute of Certified Public Accountants (AICPA) 
• Ohio Society of Certified Public Accountants (OSCPA)
• The McGregor Foundation, board member and member of finance committee 

Certifications

• Certified Public Accountant

Education

• Bachelor of Science in Business: Accountancy, St. Francis College

CliftonStrengths®

• Woo
• Learner
• Achiever
• Communication
• Focus