CPA, CFP

Education, Experience, and Affiliations:

  • Bachelor of Science in Accounting – Ferris State University
  • Bachelor of Science in Computer Information Systems – Ferris State University
  • Masters of Science in Taxation – Grand Valley State University
  • Certified Public Accountant since 1988
  • Certified Financial Planner since 2001
  • Over 30 years of public accounting experience
  • Member of AICPA and MICPA
  • Professional Advisor Council – Kalamazoo Community Foundation
  • Past treasurer of the Portage Senior Center

Areas of Practice:

  • Corporation, Partnership and Individual Taxation
  • Estates and Trusts
  • Family owned and managed businesses
  • Multi-state taxation

Industries Served:

  • Various closely held and family owned and managed business