Area of Focus: Individual, gift, trust, and estate planning and compliance; insurance planning; charitable giving strategies; wealth transfer planning; investment management; stock option and equity compensation planning; holistic financial planning

Industry Specialties: Tax, Wealth Advisory

Professional Experience:

Canopy Tax

• Was the Director of Tax and a member of Canopy’s leadership team
• Scaled and lead a team of 70 tax professionals who researched, built from scratch, and tested all of Canopy’s tax resolution and tax preparation software rules and logic
• Named one of CPA Practice Advisor’s 2019 20 Under 40 Top Influencers in the accounting profession
• Helped build one of the first cloud based professional tax preparation software products in the market
• Was an early employee and helped scale the company to 250 people

Goldman Sachs

• Worked in Goldman’s San Francisco Wealth Strategist Services group, providing tax and wealth transfer planning services to Goldman Sachs Private Wealth Management clients
• Modeled out sophisticated tax, stock option, and wealth transfer planning strategies

PricewaterhouseCoopers

• Worked in PwC’s San Francisco Personal Financial Services group, advising high net worth individuals, corporate executives, and owners of closely held businesses on comprehensive tax and wealth planning solutions
• Worked in PwC’s London Executive Advisory consulting group on a 2 year secondment, providing US tax, financial planning, and wealth transfer services to high net worth US expatriates and other globally mobile individuals and families with US connections

Education and Certifications:

• Bachelor of Science and Masters’ of Accountancy degrees from Brigham Young University
• Graduate Certificate in Estate Planning from Golden Gate University
• Certified Public Accountant
• Certified Financial Planner

Affiliations:

• Member American Institute of Certified Public Accountants