Over the last 30 years, I have been fortunate to have several career roles not only in Finance and Accounting, but also in Commercial Real Estate, Marketing Research, Human Resources, Project/Process Management, Supply Chain Management, Business Intelligence, Data Analytics, and Information Technology. I am a lifelong learner with an Enrolled Agent Credential, MBA, MSDA (Master's in Data Analytics), and several other certifications (SPHR, CSCP, Corporate Coach Graduate). With such diverse expertise and education, I am known as the "Swiss Army Knife" of business.
I am married to my sweetheart Holly and we reside in North Salt Lake City, Utah. We have been married over 35 years, have five married adult children, and have seven grandkids (so far). Whether it be spreadsheets, remodeling, Legos, or welding projects, I love to create and improve things. I also love to travel, including road trips to see amazing scenery, study history, and experience different cultures.
I get a genuine thrill out of making and saving money, especially taxes. Book a free discovery call with me and let's see how I can help you build wealth and accelerate your business success.
Licensing & Credentials
Services Offered
Tax Specialties
