Bachelor's degree, San Francisco State University
Areas of Expertise
Since joining the firm in 1972 I've worn a lot of hats: staff accountant, accounting department manager, IRS audit department manager, tax department manager and client services partner. Each of these contribute to an overall level of experience that I feel is valuable to the firm and our clients.
Why I Do What I Do
The "what" in what I do, is help people. I love doing what I do because I sincerely enjoy partnering with people to help guide them along the path to achieving their goals.
What I Do When I'm Not Working
I enjoy cooking, creating dishes and entertaining. My wife and I love to travel together and experience other places on the planet.
My Clients Would Never Guess...
. . . that I have been known to get a little crazy on the dance floor, and behind a microphone.
What's For Breakfast
The only breakfast cereal I eat is oat bran, and I use it in a breakfast recipe with egg whites, Greek yogurt and Splenda to create fabulous pancakes.
I Take My Coffee...
If I Were an Animal, I'd Be...
. . . an owl. I consider the owl to be a creature that listens, observes . . . and hoots instead of squawking.