(419) 756-3211 ext. 1137
- 27 years of tax return preparation.
- Estate and gift tax audit experience.
- Sales and use tax audit experience.
- Corporation, partnership and individual tax audit experience.
- BS, Management/Marketing, Miami University.
- Additional studies in Accounting, University of Cincinnati.
- Certified Public Accountant
- Registered Investment Advisor
- Ohio Society of Certified Public Accountants.
- American Institute of Certified Public Accountants.
- Tax Division.
- Financial Planning Division.
- Past Chairperson, St. Peter’s Catholic Church Development Board.
- Knights of Columbus.
- Speaker at various local organizations and professional societies.
- Telethon Guest host, Rehab Services of North Central Ohio.