There are few things in life that motivate me more than building relationships and finding solutions to problems. I believe that is what has led me to The Planning Center. My career has included public accounting, tax advising, financial planning, and entrepreneurship. I have worked for companies such as the Chicago Board of Trade, ING Futures Options, and Merrill Lynch, prior to creating, operating, and selling an accounting and financial advisory firm. The tax team here is highly collaborative and works diligently with our planners to find the most tax efficient solutions for our clients. I am grateful to be part of this team, and I look forward to working with you!
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