Overview
I have been at CLA since 2019, work out of the Oconomowoc office, and serve many clients in the Lake Country area and throughout southeast Wisconsin. As a licensed CPA I provide tax preparation and consulting services to the clients that I work with and am dedicated to support their success by getting to know them and being a trusted advisor. In addition to the years of experience practicing tax, I also have a background in doing the accounting work for various companies. As a result, I work with numerous clients to assist in their bookkeeping process and help organize their books. In addition to working with many individuals and business owners to prepare their tax returns, I also work with clients to plan for tax implications from any sales, significant transactions, or changes in tax law.
Education
Bachelors in Accounting from Trinity International University
In the community
Certified Public Accountant
Member of the American Institute of Certified Public Accountants
Member of the Wisconsin Institute of Certified Public Accountants
Treasurer of the Oconomowoc Public Education Foundation (2015-2019)