Experience

• Joined KLR in January 2025 with the merger of Sullivan Bille, P.C. where he was a shareholder.
• Over 35 years of experience in manufacturing and distribution, construction and real estate, not-for-profit, publishing, and internal audit.
• Expertise includes 20 years at “Big-Five” international accounting firms.
• Six years as an internal audit director at two multinational corporations.
• Works with clients on business and tax decisions, financial planning, retirement, estate planning, insurance, and asset allocation.
• Specialized in c corporations, subchapter S corporations, limited liability companies, and various industries including manufacturing, distribution, supermarkets, construction, HUD real estate, and labor unions.
• Extensive experience in Single Audit, Yellow Book, ERISA auditing, and internal audit.

Education:

• Master of Science in Taxation, Bentley College
• MSA in Accounting, University of Massachusetts Amherst
• Bachelor of Business Administration (cum laude), University of Massachusetts Amherst

Community

• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MassCPAs), Accounting and Auditing Committee
• University of Massachusetts Amherst Isenberg School of Management, Accounting Advisory Committee
• 2017 Alum of the Year, University of Massachusetts Amherst