
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