Overview
• Specializing in individual, trust & estate tax return preparation
• Providing estate tax planning consulting services
• Providing estate administration consulting services
Education
• Bachelor of Science, Summa Cum Laude, Industrial Technology, Cal Poly, San Luis Obispo
• Certified Public Accountant, California
In the community
• Rancho Cielo Volunteer
• Past President, Rotary Club of Carmel-by-the-Sea
• Past Treasurer, Carmel Chamber of Commer, Carmel-by-the-Sea
• Past Treasurer, Carmel Chamber of Commerce Foundation, Carmel-by-the-Sea
• Past Treasurer, Oswald Chambers Foundation, Monterey Annual Prayer Breakfast