What is your area of focus?
As a manager in our Private Client Services department, I provide tax, accounting, estate planning and consulting services to growth-driven entrepreneurs and high-net-worth individuals. My expertise includes various aspects of income tax preparation, compliance and trust/estate planning.
How long have you been at Clayton & McKervey?
Since 2018
What is the favorite part about your job?
I enjoy serving as a trusted advisor to help clients preserve wealth and accomplish their goals in a tax-efficient manner.
Specializations
- Partnership and LLC structuring
- Estate and wealth transfer consulting
- Trust compliance, accounting, and tax reporting
- Multistate tax planning and compliance
Education
- Bachelor of Arts in Accounting, Alma College
Connections
- Financial and Estate Planning Council of Metropolitan Detroit
- Association for Corporate Growth
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Ben 360°
If you could learn how to do anything, what would it be?
Guitar
If you won the lottery, what is the first thing you would do?
I’d buy Tiger’s season tickets behind home plate.
What is your favorite quote?
“It ain’t over till it’s over.” -Yogi Berra
