Education

Bachelor of Science Degree Accounting / Pennsylvania State University

Bio

With over 30 years of accounting experience, I am a true believer that excellent tax planning takes knowledge and commitment. Those are two aspects of my trade I take pride in as Director of Tax Planning at King Financial Network. In the distinct setting at KFN, where the network’s focus is always on the future of preserving wealth, I provide strategies on the intricacies of tax planning. When I am providing my services, whether it’s on a corporate or individual level, I know these folks are relying on me for the best possible outcome, which is to minimize tax liabilities. When I am not leading the life of a boring accountant, I collect wine and continue my studies. No tax question is a bad one so the next time you make it to our office come on in and ask away…I bet I will have a solution.

Credentials