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
Masters in Science of Accounting
Joined MAI in 2019 and serves the tax compliance and planning needs of his clients which include high net worth individuals and the firm’s sports clients as well as their corporate, partnership, trust, and charitable foundation entities
Worked for Paragon Advisors where he was responsible for tax and estate planning for high-net-worth individuals, along with tax compliance for his clients
Started his career working for Apple Growth Partners, specializing in tax compliance and planning for non-profit entities, privately owned businesses, and high net worth individuals
Life Outside of MAI
Board Member for Coleman Professional Services from 2015-2019
Kent State University, BS in Business Administration, MS in Accounting
We look forward to learning about your financial goals.