I started my career in public accounting where I gained experience in multi-industry financial statements, Federal/State/local tax returns, and monthly/year-end audits allowing me to rise to the position of Partner.
In addition to maintaining an income tax practice, I ventured into the investing world with positions at A G Edwards and later RBC Wealth Management. I then moved to one of my former audit clients, Lake Mortgage Company Inc. to become their CFO/Treasurer.
I am a member of the National Association of Tax Professionals.
