How I can help you

As a CPA, I mostly receive many tax and business formation questions.  I enjoy mentoring new and existing businesses owners and encourage all start-ups to take the SCORE Workshops held monthly. The workshops are very interactive with industry experts in marketing, accounting, and legal areas. 

My current and past experiences include: 

- Portfolio Administrator: Asset/Debt Management of Risk Adjusted Portfolios.

- Auditor of SEC Compliance, Risk, Accounting and Tax Policy

- Business, Minority Interest and Personal Valuation Expert

- Forensic Accounting Expert for Fraud, Embezzlement and Tax Evasion

- Risk Manager and Valuation Expert for Derivatives

- Past Habitat for Humanity Finance Member - Arlington, VA chapter

- PT Golf and Guitar Instructor.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Government & Regulations
  • Business Operations
  • Technology & IT Services

Industry Experience
  • Banking, Financial Services and Insurance
  • Homeowner Services/Home Improvement
  • Real Estate, Rental Services and Leasing
  • Restaurants and Hospitality
  • Technology and Web-Based Services
  • Consulting, Research and Business Services

Education

BS Accounting, GMU, C.P.A., C.V.A., Series 7 and Series 66


HUMA

Communication Methods

  • Email