I started my accounting career at a CPA firm in Bettendorf, IA where I specialized in small businesses and not-for-profit accounting and taxation. After several years there I moved to a position as the controller of Happy Joes Pizza and Ice Cream, also in Bettendorf, IA. There I oversaw the accounting department and worked closely with the CFO. I became very familiar with the economics of running a mid-size restaurant chain and working with store managers throughout the US. I also ate a lot of pizza.
Later, my wife and I moved to Galesburg, IL and I started to work at a small accounting firm there. While a small firm, it is an integral part of the community, and I worked with many local leaders and businesses on a wide range of financial issues. After several years there I made the move to The Planning Center and I have loved every second of it! Now I get to work closer than ever with clients on how to best plan for their futures.
My wife and I live in Galesburg, IL. We like traveling and try to visit new areas and countries whenever possible. We also love to try the local cuisine wherever we are and then we attempt (occasionally successfully) to recreate it at home.
In our free-time we do volunteer work in the Hispanic community and I play saxophone and piano. I also attempt to play tennis.
Areas of Expertise: Individual and Small Business taxation and accounting.
Education:
Who inspires me:
Perseverance
My favorite things:
My wife, my family, and my friends.
Favorite destination:
Jenny Lake in the Grand Tetons, Wyoming
Most effective saving tip:
Spend less than you earn