Experience & Education
- Bachelor’s Degree of Science in Business Administration with concentration in Finance and Economics – University of Evansville
Professional
- Member of National Association of Certified Valuators and Analysts
- Member of Massachusetts Society of Certified Public Accountants
Publications/Presentations
- “Key Considerations Regarding the Valuation of Small Businesses,” Willamette Management Associates Perspectives, April 2023
- Understanding the Grantor Annuity Trust,” Willamette Management Associates Insights, Fall 2023
- “Due Diligence Interviews in Forensic Analysis.” Willamette Management Associates Insights, Spring 2022
Community
- Serves on the Board of Directors for Massachusetts Youth Soccer Association
- Serves on the Board of Directors and Treasurer for Somerville Youth Soccer
Years of Experience
- 25+ years