I serve as a trusted tax and financial advisor to high-net-worth individuals, closely held business, fiduciary entities, and non-profit organizations. I provide my clients impactful advice in furtherance of their tax, business, estate, and investment goals. To be a truly successful advisor means being analytical, communicative, efficient, and always proactive.
I spent the first seven years of my career at Arthur Young and left as a tax manager to join J. Arthur Greenfield & Co. LLP, an LA based firm. I joined MGO via a merger in August 2023.
I am the chairperson of Jazz Hands for Autism, a music-centric educational and employment program for young adults on the autism spectrum.
I am a former founding Board Member (and chair for six years) of Exceptional Minds, a groundbreaking post-production studio and academy which trains folks on the autism spectrum to work in the film, animation, and television industry.