Education

• University of Florida – Bachelor of Science in Accounting
• University of Florida – Master of Accounting

Professional Accreditations/Organizations

• State of Florida Board of Accountancy – Certified Public Accountant
• American Institute of Certified Public Accountants – member
• Florida Institute of Certified Public Accountants – member
• AICPA Employee Benefit Plan Audit Quality Center – member

Organizations

• First Federal Bank, Advisory Committee Member
• Gator Bowl Association, past member
• Fernandina Beach Main Street Organization, past member
• Supports local nonprofits throughout northeast Florida, including the Tom Coughlin Jay Fund Foundation and Wolfson’s Children’s Hospital

Experience

• Financial Statement Audits, Reviews and Compilations
• Employee Benefit Plan Audits
• Individual Tax Planning and Compliance
• Corporate Tax Planning and Compliance
• Estate Tax Planning and Compliance
• Federal and State Tax Audits and Correspondences
• Buy side and Sell side Acquisition Due Diligence and Transaction Support
• General Business Consulting