Manages client engagements, including audits, reviews, and compilations of financial statements, tax return preparation, tax planning, and business advisory services
Serves on SS&G’s executive committee which leads the firm’s strategy and growth, and on the firm’s financial and personnel committees
Extensive experience with mergers and acquisitions, including tax structure and due diligence
Directly responsible for supervision and review of staff, design of engagement service plans, and preparation of the financial statements for manufacturing, distribution, and service companies
Manages a client base in manufacturing, wholesale and distribution, and professional service industries
Works with privately owned businesses in tax, strategic growth and financing, and employee benefits
Responsible for creating SS&G Investment Services LLC (now SS&G Wealth Management LLC), a separate entity to provide investment and insurance services
Education
Master’s degree in Taxation from The University of Akron
Bachelor’s degree in accounting from the University of Arizona
Professional
American Institute of Certified Public Accountants (AICPA), member
Ohio Society of Certified Public Accountants (OSCPA), member
Civic
Leadership Cleveland, member, class of 2009
Akron Zoological Park, board trustee, executive committee
Cascade CDC, Inc., board trustee
Rainbow Babies National Leadership Council, board trustee