Category: Blog

Tax Expert, Strategist, Leader

My professional journey began in the Federal Government, working with the Department of Treasury (IRS) and the Department of Defense on both academic and military projects. Those years taught me how to navigate complex systems, think analytically, and build strong partnerships—all of which continue to shape the way I work today.
As a Revenue Agent with the IRS, I gained an insider’s understanding of how the system works, which now allows me to better support individuals, corporations, partnerships, nonprofits, estates, and even foreign expats with their tax and financial planning needs. I’ve also had the privilege of working with startups and advising clients on everything from compliance to strategic growth. As a practice I stress team work and collaboration.

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