Experience
- 25+ years in financial services
Highlights
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Case Western Reserve University frequent guest speaker on Sports Management
Designations
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Public Accountant
- Member of the American Institute of Certified Public Accountants
Work Experience
- Joined MAI in 1994 with more than 25 years of tax management and consulting experience
- Responsible for comprehensive wealth and tax planning for clients living and working around the globe
- Works with professional golfers, tennis players, team athletes, broadcasters, and corporate executives
- Manages his clients’ financial affairs including income tax planning and compliance, investments, insurance, estate planning, and financial planning
- Was a Senior Tax Consultant and was a member of the Executive Financial Counseling Team for Deloitte & Touche, where he worked on the interpretations and application of federal, state, and local income tax laws relative to corporations, partnerships, and individuals. While at Deloitte
Life Outside of MAI
- A recurring guest speaker for the Case Western Reserve University Sports Management class
Education
Case Western Reserve University, BS in Accounting