I’m a CPA with 15+ years of experience advising multinational corporations, private equity firms, and nonprofits on complex international tax matters, including time at PwC, MITRE, and AOL. After a rewarding career in cross-border planning and compliance, I’ve pivoted to estate, trust, and gift taxation.
This transition reflects both personal interest and professional focus: building expertise in private client services to help high-net-worth individuals and families navigate wealth planning and tax law. My background blends institutional tax rigor with a holistic understanding of financial goals, supported by strengths in compliance, risk management, and advisory, and a commitment to continuous learning and relationship-driven service.
