"Being surrounded by a culture of appreciation and support fosters an environment where integrity, collaboration, and a commitment to ethical practices resonate throughout every aspect of our work. This makes it easy for our professionals to constantly focus on client issues and proactively present opportunities and problem solve in a collaborative style."

Experience:

• Over 30 years of state and local tax consulting experience; both income tax and sales tax.
• Experience in public accounting and industry.
• Worked with clients varying in size, from multinational to family-owned business.
• State tax expert in M&A transactions (buy and sell).
• Assist clients on educating and building their internal SALT teams.
• Industry specialists in Solar, Transportation/logistics, Manufacturing and Technology Services.
• Fluent in English and Spanish.

Education:

• Bachelors of Science in Business Administration: Accounting and Finance, St. Louis University
• Juris Doctorate, St. Louis University
• L.LM – Tax, Washington University

Professional:

• MO Bar (Past Tax chairman and vice chairman)
• BAMSL
• LEA NA – SALT Steering Committee
• Frequent speaker at IPT, TEI, Borman and annual local conferences.

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