About
I am privileged to work with some of the best entrepreneurial business owners and their advisors in San Diego. Together we devise strategies to help grow businesses, defer taxes, and build wealth. As a CPA, I enjoy working with my clients and my peers to create value.
My career started in the tax department of a “Big 8” accounting firm. In over 20 years I’ve had the opportunity to hone my tax skills with the largest of the international CPA practices and also with some of the best smaller firms. I receive great satisfaction in finding solutions to complex challenges. And after many years of working with some of the greatest business owners, I’m still looking for new problems to solve!
I graduated with a Masters in Taxation from San Diego State University. I am an active member of the California Society of CPA’s and the AICPA. I am a frequent presenter at community and professional events and passionate about sharing tax saving ideas with clients and colleagues.
When not busy “number crunching”, you may find me on the bike trails near my home or enjoying the ski slopes with my family.
Memberships:
Association for Corporate Growth–Board Member
American Institute of CPA’s–Tax Section
California Society of CPA’s
Scripps Gift Planning Advisory Board–Member
San Dieguito River Park, Citizen Advisory Committee–Member