I am an Advisory Consultant and Tax Principal for Hancock Advisors. I have extensive experience gained in national partnership groups at both PwC and BDO where I advised Private Equity and Family Office clients on a range of complex partnership transactions, including mergers and acquisitions, initial public offerings, secondary offerings, Up-C transactions, leveraged partnership transactions, and debt workouts.

I now specialize in working with small and medium businesses to achieve their potential. I guide management through strategic growth decisions based on financial strengths and weaknesses and help them determine how to access the necessary capital to grow. I also advise business leaders about accessing shareholder liquidity or the sale of the business.

In addition to my time in public accounting, I served as the Chief Operating Officer and led the tax function for a Family Office. My experience working for a Family Office has given me unique insights into not only the technical aspects of transactions, but also the emotional aspects, making me an invaluable asset to my clients. I take pride in advising clients through transactions – whether they are buying, selling, or restructuring.