Since graduating from Western Michigan University with my Bachelors of Business Administration in 1993, I have had the opportunity to work with a variety of individuals and business owners in a broad range of industries, including: professional services, manufacturing, real estate, entertainment and media, retail, and not-for-profit. A large part of my career was spent at PricewaterhouseCoopers, LLP (PwC) working with middle market clients ranging in size from start-ups to Fortune 500.
I’ve learned from my past 25 years of experience that successful companies work closely with a team of advisors. They want their advisors to listen to their concerns, understand their businesses, and provide timely and proactive ideas to help them be successful. As a tax advisor, my goal is to do all of these things while at the same time helping to navigate “safely” through the complex tax code that currently exists.
I earned my Masters in Taxation degree from Grand Valley State University in 1998 and maintain a current CPA certification in the State of Michigan. I am a member of the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Accountants (MICPA). I enjoy sharing my tax knowledge with others and have taught several MICPA continuing education courses throughout the area, instructed at PwC’s National conferences, and am currently part of the adjunct tax faculty at Grand Valley State University.
Although I spend a lot my time and energy making sure my clients are making good decisions and can sleep at night, I also believe in giving back to the community and volunteering to help make a difference. Some of the activities and organizations I have been involved with include:
Good idea: “Don’t let the tax tail wag the dog”