Experience

• 40 years of experience helping businesses make informed financial and operational decisions.
• Serves as a strategic advisor to business owners, helping organizations navigate change, strengthen operations, build high-performing teams, and achieve long-term growth objectives.
• Guides clients through mergers, acquisitions, and other critical transitions while providing financial leadership, cash management, internal controls, and operational support.
• Leads audit engagements with a focus on transparency, regulatory compliance, and strengthening internal controls to reduce risk and improve financial reporting.
• Advises businesses, individuals, trusts, and nonprofit organizations on tax planning and compliance, aligning financial strategies with long-term personal and business goals.
• Represents clients in discussions with banks, attorneys, and boards, allowing business owners to stay focused on running and growing their organizations.

Education

• Bachelor of Science, Accounting, Bryant College

Professional

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Massachusetts Society of Certified Public Accountants (MSCPA)
• Member, American Horse Council

Community

• Past Commodore, Barrington Yacht Club