I have been doing tax consulting and compliance work for over 13 years since graduating from Syracuse University in upstate New York and obtaining my CPA. I have worked in nearly every industry from Oil & Gas and Ranching to small family-owned businesses. I have helped very high wealth individuals and those just starting their careers to navigate the proper tax strategies. As a father to 7 children my days are busy but extremely rewarding. I enjoy coaching my kids' sports teams and enjoying the outdoors.

I started with Summit in May, 2026 as their Director of Tax Strategies and Planning. I was attracted to the company because I was inspired by their desire to align their clients' tax needs with their overall retirement goals. My goal with Summit is to help mitigate my clients tax burden while allowing them to plan for their future.