Good business is like any other partnership.  30 years of marriage to my wife speaks to the dedication and hard work that is involved with success.  Whether you visited my page with interest in Finance & Accounting assistance, managing your business growth, Business Exit Planning, or some other reason, rest assured that your time and your business is valued!

We currently reside in Milwaukee, WI and have clientele both local and national!

Academic Degrees:

Master of Business Administration; Emphasis: Finance
Graziadio School of Business & Management
Pepperdine University
Malibu, CA

Bachelor of Arts, Business Administration
University of LaVerne
San Dimas, CA

Associate of Arts, Accounting
Madison Junior College of Business
Madison, WI

Other, Graduate Study:

California State University
Northridge, CA
Sociology Graduate Program
Emphasis: Social Statistics; design, implementation, analysis

Certifications:

​Certified Management Accountant, CMA

Certificate in Exit Planning, Exit Planning Institute
March 2019