WHAT YOU NEED TO KNOW:
Professional Passion: To build close, lasting relationships with clients to help them achieve their personal and business goals.
Experience: Since 2017, I have served construction, real estate, professional service, high net worth, estate, and trust clients with both income and estate tax preparation and planning services.
Education: Bachelor of Business Administration with a concentration in Accounting from Pacific Lutheran University (2017) & Masters in Taxation from Golden Gate University (2024)
Membership and Activities:
- Mentoring Couples in AbelSpeaks (nonprofit who serves families who have lost a child due to a life-limiting diagnosis)
- Tacoma Executives Association (TEA)
WHAT YOU WANT TO KNOW:
Personal Mission Statement: People won’t care how much you know until they know how much you care! I strive to put others before myself in everything I do.
Passions after 5pm: Spending time with my wife and baby daughter, attending my local church (New Horizon Church), watching Sumner high school football, and reading a good book.
You’ll never catch me: Passing on an opportunity to play a board or card game.
The bottom line: Surround yourself with the people who encourage and influence you to be your very best self.