• Has over 25 years of experience in all phases of audit and tax engagements for a variety of clients including retail furniture stores, manufacturing, wholesale distributors, athletic facilities, construction and transportation services.

• Emphasizes strategic tax planning with closely held businesses and their owners to help minimize their tax liabilities.

• Oversees and performs valuations of closely held companies for the purpose of estate and gift valuation, business purchases and sales, and for use in business succession planning.

• Industry experience includes family limited partnerships, construction, manufacturing, oil and gas services companies, retail, wholesale trade/distribution, medical and health care companies, professional services, transportation and a multitude of other industries.

• Certified Valuation Analyst (CVA) since 1997 through the National Association of Certified Valuation Analysts.

• B.S. in Accounting
     Ball State University