Certified Public Accountant with over 18 years of combined public and industry accounting experience, including three years in PricewaterhouseCoopers’ financial services audit practice. Background spans pharmaceutical and banking sectors, with expertise in SOX compliance, internal controls, and financial reporting. Former auditor at McKesson Corporation, specializing in accounts receivable and operational controls.
Founder of an accounting, tax, and advisory firm established in 2012, serving individuals and small businesses with a focus on proactive tax strategy, financial planning, and business consulting. Certified QuickBooks ProAdvisor with a client-centered approach to delivering practical, year-round guidance.
Holds a Master’s degree in Accounting and Information Management from University of Texas at Dallas and a bachelor’s degree from University of Missouri.