PROFESSIONAL EXPERIENCE:
I am a 1988 graduate of Portland State University. Immediately after graduating, I began employment with a local certified public accounting firm in the Portland metropolitan area. In June, 1991, I moved to a position with another local certified public accounting firm where I worked as senior staff accountant. In 1994, I left the firm to start my own practice.
I have experience with organizations in several industries including:
- Medical
- Construction
- Distribution
- Manufacturing
Services provided to these clients include tax planning and preparation, business financing solutions, financial statement preparation and computerized accounting system assistance.
I am also knowledgeable in the implementation and administration of various employee pension and other benefit type plans. From organizations with one or two employees to corporations employing several hundred personnel, I have been able to provide individualized assistance in the selection and implementation of employee benefit plans such as:
- 401(k) Profit Sharing Plans
- Simplified Employee Pension (SEP-IRA)
- Cafeteria Benefit Plans
- Age-Weighted Retirement Plans
- Key Employee Deferred Compensation Plans
PROFESSIONAL ORGANIZATIONS:
- Beaverton Masonic Lodge – Master Mason
- Beaver Chapter – Order of the Eastern Star
- Acacia Court – Order of the Amaranth
- Portland Scottish Rite
- Past member – National Kidney Foundation of Oregon Board of Directors and Finance