SPECIALIZED LEGAL & FINANCIAL LEADERSHIP SKILL SET
Over twenty years of demonstrated leadership as a Tax Attorney and CPA in Private practice settings representing individuals, trusts and estates, and closely-held businesses. Strong passion for private wealth management with experience in effectively directing practices, developing financial strategic plans; directing/developing human resource, marketing and sales an financial functions.
Proven experience in developing teams and practices to achieve goals. Genuine work ethic and integrity with the ability to inspire employees to drive for their best ability to meet deadlines, handle pressure and make impactful decisions.
Specialties include tax planning and tax preparation, estate planning, probate, business succession planning, business formation and structure, business law, tax controversies, and business transactions, demonstrated ability to establish rapport with diverse groups, organizational levels, and backgrounds, well respected by clients, team members and attorneys.
EDUCATION & TRAINING:
UNIVERSITY OF IOWA, COLLEGE OF LAW:
• Juris Doctorate (2002)
UNIVERSITY OF IOWA, TIPPIE COLLEGE OF BUSINESS:
•BBA in Accounting with Distinction (1996)
CPA License in Kansas and Iowa
Member of Kansas and Missouri Bar Association
LEADERSHIP & VOLUNTEER ACTIVITIES:
Awesome Kids Preschool, Volunteer Board Member
Competitive Club, Softball Coach
LET'S WORK TOGETHER
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