Profile

Education and Certifications

• University of New Orleans - Bachelor of Science, Accounting
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• Certified Valuation Analyst (CVA)

Professional and Community Associations

• Founder and Chair, Louisville Real Estate Group
• Member, Alliance of Merger and Acquisition Advisors
• Member, American Institute of Certified Public Accountants
• President, Kentucky Society of Certified Public Accountants
• Former Chair, Small Business Development Committee, Federal Taxation Committee, Firm Development and Administration Committee, Kentucky Society of Certified Public Accountants
• Former Trustee, Kentucky Institute on Federal Taxation, Inc.
• Former member, Kentucky Society of Certified Public Accountants, Community Development Committee
• Firm member, U.S. Green Building Council
• Trustee, KyCPA, Education Foundation
• Treasurer, CCIM - Kentucky Chapter
• Treasurer, CrossRoad Church
• Former Board Member and Officer/Treasurer, Venture Club of Louisville, Inc.

Awards

• Awarded 2008 Outstanding Chair, KyCPA Small Business Committee
• Earned designation as Certified Valuation Analyst (CVA)
• Awarded 2004 Outstanding Chair, KyCPA Firm Development and Administration Committee
• Series 7, 66 and Kentucky Life Insurance License

Lecturer and Author

• University of Louisville Tax Institute Tax Update
• Kentucky Institute of Federal Taxation Conference ‐ Kentucky Tax Modernization Act
• National Federation of Independent Businesses (NFIB) ‐ Kentucky Tax Modernization Act
• Co‐Author, Journal of Taxation, March 2009, Choice of Entity for Professional Practice
• Author of "Save Some Green in 2011 and Beyond", published nationally by Construction Executive Magazine in August, 2011