What most excites you about your work?

I am thrilled to have the opportunity to build relationships with others and help them with my CPA skillset. I enjoy helping others in the areas of income taxation compliance, strategy, planning, and more.


Why did you choose TFO Family Office Partners?

I chose to become a TFO team member for the chance to work with a group that is passionate about helping others and seeks to provide solutions for the various challenges ultra-high-net worth families face.


What are some of your life's biggest influences?

My parents have had the greatest influence on me over the years. They have taught me so much about the importance of work ethic, treating others with respect, compassion, and doing the right thing.


University of Dayton
B.S. Business Administration
Masters in Business Administration

Hobbies and Interests

  • Spending time with my wife and daughter
  • Working in the yard
  • Hiking
  • Traveling

Industry Designations and Certifications

Volunteer on the board of a non-profit, American Fibromyalgia Syndrome Association, Inc. (AFSA)

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