Experience

• More than 25 years of public accounting experience advising closely held and middle-market businesses across all phases of the business lifecycle
• Director of Tax Services, providing strategic tax leadership and guidance to clients and internal teams
• Chair of the Hospitality Services Group, serving hotel, restaurant, and hospitality-related businesses
• Trusted advisor to business owners, known for delivering practical, proactive tax strategies that support growth, profitability and long-term planning
• Provides comprehensive tax advisory and compliance services to closely held and mid-sized businesses
• Client-focused, with a strong reputation for building long-standing client relationships and valued referral partnerships

Education:

• Bachelor of Science in Accounting, University of South Florida
• Master of Science in Taxation, Bryant University

Professional

• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA), member of Federal & State Taxation Committee
• Massachusetts Society of Certified Public Accountants (MSCPA)
• RI Hospitality Association (RIHA)
• Leadership RI – 2009 Epsilon II class
• Rhode Island Estate Planning Council, member
• Recognized in 2007 Providence Business News 40 Under Forty

Community

• Beacon Mutual Insurance Company, Board Member
• Greater Newport Chamber of Commerce, Former Board Chair
• Child & Family Services of Newport County, Board & Finance Committee Member
• Rhode Island Foundation, Professional Advisory Committee