Certified to practice public accounting in both Arizona and Colorado, I began a private practice in Summit County during 1996 providing tax preparation and planning services with emphasis in real estate and construction issues to individuals and businesses. I assist clients in developing financial plans and budgets, evaluating and installing accounting systems, and developing their financial statements. My background also includes serving as an officer of the Court in roles such as Business Receiver, Guardian, Conservator, and Personal Representative.
Prior to developing my practice, I have greater than 10 years work experience with Martin Marietta, General Dynamics and Phelps Dodge Corporations performing financial management activities such as developing budgets, measuring financial performance, creating new business proposals, analyzing financial systems, and improving processes. In addition to the financial management tasks, I have analyzed accounting systems and documentation in support of both civil and criminal financial investigations related to potential business fraud, including deceptive and defective pricing.
EDUCATION Master of Business Administration, Finance & Accounting, Arizona State, Tempe, AZ
Bachelor of Science, Political Science, University of Central Missouri, Warrensburg, MO
CERTIFICATIONS Certified Public Accountant, CO, #16853
Certified Public Accountant, AZ, #4966E
Certified Public Accountant, CA Practice Privilege, #NJ111663
Certified Fraud Examiner, #945
Forensic Certified Public Accountant, #10071
Certified QuickBooks Advisor
Certificate: Government Contract Management
ASSOCIATIONS American Institute of Certified Public Accountants
National Association of Certified Fraud Examiners
Forensic CPA Society
Colorado Society of Certified Public Accountants
Arizona Society of Certified Public Accountants
ARTICLES PUBLISHED CPA As Business Receiver, CSCPA
Our Top Five Challenges, CSCPA
Elder Care Issues for the CPA, CSCPA
VOLUNTEER ACTIVITIES Board of Directors, National Ski Patrol
Past Director, Lake Dillon Fire Pension Board
Past Treasurer, Summit County Rescue Group