Experience

• Over 15 years of public accounting experience
• Experience providing personalized tax planning and compliance to families, executives, and private equity directors.
• Focused on estate and gift tax planning, charitable giving, and retirement planning

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