I really enjoy solving problems and trying to think outside the box. Tax code can seem pretty cut and dried to most, the rules are the rules. Learning to apply those rules and put them into context allows us to strategize and plan with our clients in order to maximize the potential benefits of each transaction. This is the interesting part of tax work, and also why having a tax advisor as part of the financial team can be extremely valuable.
I joined TFO Family Office Partners because I believed the professional experience that I would receive would be invaluable to a career geared towards wealth management and professional tax services. This belief has proven true, as I have learned, and continue to learn at an unanticipated rate. At TFO, I feel my professional development has vastly exceeded my original expectations, for which I can give all credit to my peers and superiors, as they have created an environment extraordinarily conducive for such a result.
My biggest influences are my parents and my older brother, Sam. My father was a Certified Public Accountant for many years, and inspired me to follow in his footsteps. I am also greatly influenced by the individuals that I work with, as together, I believe they form a fantastic team that I feel very fortunate to be a part of.
Arizona State University
Certified Public Accountant (CPA)
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