• Over 10 years of public accounting experience
• Experience providing accounting, tax compliance, and tax planning services to individuals, families, trusts, and investment partnerships 
• Works closely with clients to tailor and coordinate both income tax and estate/gift tax strategies

Education:

• Bachelor’s in Accounting and Business Management from Bryant University
• Master's in Taxation from Bentley University

• Massachusetts Society of CPAs (MSCPA)
• Tax Division of the American Institute of Certified Public Accountants (AICPA).