Experience

• 25 years of public accounting experience advising privately held and family-owned Businesses
• Trusted advisor to multi-generational family enterprises on growth, succession and financial strategy
• Provides strategic guidance to help privately held businesses navigate growth, succession planning, and complex financial challenges.
• Advises business owners on strategic initiatives, financial management and all phases of M&A transactions, both buy-side and sell-side.
• Co-Chair of Growth and Transition Services Group, leading integrated advisory solutions for ownership transitions and long-term value creation
• Brings consulting, audit, and tax experience across a diverse client base including family-owned businesses, manufacturing, professional services, distribution, employee benefit plans and emerging growth companies
• Co-Chair of the Employee Benefit Plan Audit Practice Group, overseeing specialized audit services for ERISA plans.

Education:

• Bachelor of Science with a concentration in Accounting, Bryant University
• Master of Science in Taxation, Bryant University

Professional

• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA)
• Envision Technology Advisors, LLC - Board Advisor
• Johnson & Wales University, past adjunct professor
• Providence College, past adjunct professor
• Providence Business News 2011 40 under Forty

Community

• Miriam Hospital Board of Governors
• Co-Chair of the Rhode Island Business Competition
• We Make RI, Board member
• United Way of RI, Board of Directors and Finance and Audit committee, past member
• Rhode Island Society of CPAs Social Activities Committee Co-Chair
• Eagle Scout, Troop 6, Cranston, RI
• United Way of RI Young Leaders Circle, past steering committee member
• MS After Dark Fundraising, past committee member
• Bryant University Master of Professional Accountancy (MPAc) boot camp, past participant