Industries
- Wholesale
- Distributors
- Contractors
- Professional services
- Construction
- Manufacturing
Education
- B.S., Accounting – Penn State University
- Certified Public Accountant
- AICPA Personal Financial Specialist (PFS) – Inactive
- FINRA (formerly NASD) Series 7 & 66 Licenses – Inactive
- Insurance Licenses – Life, Health, and Fixed Annuities
Specialties
- Seasoned financial professional
- Accounting and auditing
- Complex accounting and financial reporting issues
- Review and compilation
- Proactive tax planning for businesses and individuals
- Business advisory services
- Income tax compliance
Memberships
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
Outreach
-
Developmental Enterprises Corporation – treasurer, finance committee chairperson, and board member
