Core Qualities

• Competent
• Service Oriented
• Communication Driven

Background

Many of the people in my family own their own businesses, including my father, the founder, and operator of a craft home-building company, Hanks Custom Builders. Growing up in this environment created a great sense of ownership and responsibility for my work and the things I create.

I began my career in the culinary arts. After graduating from The Culinary Institute of America, I worked as an efficiency consultant for restaurants in Austin, Texas (Hillside Farmacy & Ah Sing Den) and Albuquerque, New Mexico (Nexus Brewery). While helping these restaurants succeed, I realized my aptitude for tracking and managing all the intricate financial components of running a business.

I went on to earn a Bachelor of Science in Accounting from The Pennsylvania State University, where I learned about my unique passion for accounting and financial concepts. I am interested in staying up to date with the regulations, which are continually changing, as well as expanding my knowledge on perspectives from accounting and financial experts.

Specialized Knowledge

• Small Businesses and Individuals
• Business Formation Consulting
• Setting Up Books
• Financial Analysis
• Tax Planning
• Multi-Generational Family Tax Planning
• Tax-Related Investment Services
• College Tax Related Savings
• Tax-Related Private Wealth
• Multi-State Taxes