Every business owner faces crossroads that can shape the future of their company and personal wealth. I help clients navigate those moments with practical advice, clear insights, and strategies that support sustainable growth and long-term success.
With nearly 30 years of experience, I work with privately held businesses, entrepreneurs and their families, providing audit, financial planning, tax and advisory services tailored to their unique goals and challenges. Over the course of my career, I’ve supported clients through periods of growth, ownership transitions, transactions, and other significant milestones.
My experience includes estate and business litigation matters, transactional due diligence, compilation engagements, financial management, regulatory compliance, and tax planning. By taking the time to understand each client's business and priorities, I help them make informed decisions, manage risk, and identify opportunities to create long-term value.
Prior to joining Doane Grant Thornton, I was a Partner at another public accounting firm, where I advised business owners on a broad range of accounting, tax and strategic matters.
Beyond my client work, I’m passionate about mentoring emerging professionals and supporting initiatives that strengthen the communities where we live and work.