About
Clarity. Confidence. Direction. Guiding You Toward Financial Peace of Mind.
With more than 25 years of CPA experience in the Carolinas and Florida, I founded First Coast Tax Advisor to help entrepreneurs and business owners move beyond tax compliance and toward proactive financial strategy.
My CPA background includes leadership as a Controller and Tax Manager, and Senior Tax Manager for national and regional CPA firms—experience that gives me perspective from both sides of the financial table. I bring that insight to each engagement, helping clients identify opportunities, manage cash flow, and plan with intention.
At First Coast Tax Advisor, my mission is to provide CPA level clarity, confidence, and direction—empowering business owners to make informed decisions that support sustainable growth and peace of mind.
Professional Background & Philosophy
Extensive Professional Experience
Decades of experience at national and regional CPA firms enrich the advisor’s expertise.
Educational Credentials
Master of Science in Taxation and CPA license since 2000 demonstrate strong qualifications.
Client-Focused Philosophy
Emphasizes personalized service, simplifying finances, and clear communication with clients.
Proactive Tax Planning
Advocates regular quarterly or semi-annual engagements to manage evolving tax and business needs.