Practice Areas Tax Compliance and Planning - Business & Individual Estate Planning Business Succession Planning Personal Financial Planning
Certifications Certified Public Accountant Juris Doctorate
Memberships/Boards American Institute of Certified Public Accountants (AICPA) Portland Estate Planning Council Willamette Valley Estate Planning Council Valley Estate Planning Council (Phoenix, Arizona) OSCPA Estate Planning Committee AICPA Personal Financial Planning Section Rotary Club of Lake Oswego Portland Estate Planning Council, Board Member Portland Tax Forum, Board Member Oregon Society of Certified Public Accountants (OSCPA), Board Member Northwest Medical Teams, Planned Giving Committee Doernbecher Foundation, Co-Chair Planned Giving Committee Oregon Graduate Institute, Planned Giving Committee Lake Oswego Soccer Club, Coach/Past Board Member Oregon Health Sciences University Foundation, Planned Giving Committee Lakewood Center for the Arts (Lake Oswego), Board Member Lake Oswego School Foundation, Teasurer/Board Member
Education Bachelor of Science - Accounting - Washington State University Juris Doctorate - Willamette Universty Law School