I’ve spent over 23 years as a top financial advisor and CPA, and 10 of those years were spent in the corporate world, working as a CFO for Motorcycle Superstore. I’m proud that I was part of the financial team that took that company from $7 million to over $100 million a year! But while it was truly exciting and satisfying to expand a business into a multimillion-dollar corporation, and see it grow from 30 employees to 300 employees – I found that I missed the interaction and satisfaction of working with people one on one, on a more personal and individual level.
I came from Chicago 21 years ago because my beautiful wife, Terri, grew up in Eugene – and once she brought me out here – I fell in love with this area. I also fell in love with the people and the community here, and knew it was time to make the move into opening my own business – doing what I do best! Terri and I felt that Southern Oregon was a great place to raise a child, and so my son, Dylan, was born here in 2008. We enjoy all the outdoor activities this great area offers, and we’re looking forward to Dylan completing his education here in Oregon, especially if we can visit him and attend a Ducks game at the same time!
Knowing my background, a lot of people have asked why I specialize in tax preparation; I guess it can be hard for people to grasp that I enjoy doing taxes! It’s true though, and not only do I enjoy doing taxes, I enjoy making a difference in people’s lives, because I know what a difference preparation can make when it comes to preventing problems, pressure, and unnecessary headaches! I like the idea of helping people build a life here in the beautiful Rogue Valley, and being a part of the momentum that is moving Oregon toward a growing economic future!