Experience

• More than 15 years of public accounting experience advising high-net-worth individuals and families
• Provides sophisticated, personalized tax planning and compliance services for families, senior executives, and private equity principals
• Specializes in complex estate and gift tax planning, advanced charitable giving strategies and retirement and wealth-transfer planning
• Delivers highly personalized service tailored to each client's financial complexity and objectives.
• Known for building long-term advisory relationships grounded in trust, discretion and proactive guidance

Education:

• Bachelor in Accounting and Business Management from Bryant University
• Master in Taxation from Bentley University

Professional

• Massachusetts Society of Certified Public Accountants (MSCPA)
• Tax Division of the American Institute of Certified Public Accountants (AICPA)
• Boston Estate Planning Council (BEPC), Past Committee Chair
• The Boston Foundation Professional Advisors Network