Background/Experience:
Bachelor of Science Degree in Accounting from St. John's College, Rochester, NY.
Over 20 years of public accounting experience providing corporate, partnership and
multistate tax compliance.
6 years of experience with a financial advisory firm providing high net worth clients
with individual planning, gifting, trust and estate tax services.
Professional Designations &
Memberships:
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants