- IRS AFSP certificate holder
- Licensed and Insured
- MBA w/ Graduate Accounting Certificate and Wiley CPA study
- 12+ years tax experience including three seasons with H&R Block
- 18+ years with a fortune 500 company in accounting and finance and over five years as Financial Planning and Analysis Business Partner with 10+ years leading people teams
- 12 years as a college instructor in public speaking, research and personal finance
- Excellent research skills with access to the latest digital tax codes and software