We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Member of the American Institute of Certified Public Accountants (AICPA)
Member of the Ohio Society of Certified Public Accountants (OSCPA)
Joined MAI in 1998 for the opportunity to work in a diverse high net worth tax practice
Manages MAI’s Client Tax group and is responsible for the tax planning and compliance for MAI’s clients which include high net worth individuals, corporate executives, professional athletes, and models, as well as their privately owned businesses, trusts and charitable foundations
Was at Ernst & Young, LLP for 12 years, starting out in the Cleveland office audit practice and transferred to tax for the remained of her time at E&Y
Life Outside of MAI
Supports various charities by attending fundraisers, running local races, and financially assisting many organizations that benefit children
Enjoys spending time with family and staying active through cycling and hiking with friends
Baldwin-Wallace College, BA in Business Administration
We look forward to learning about your financial goals.