I am a tax partner specialized in business planning, succession planning and estate planning for closely held businesses and high net worth families. By guiding clients through estate and gift, retirement and tax strategies, we help them meet business goals, protect their wealth, and plan for near term and future needs.
I have more than 25 years of experience with tax planning around individual tax, estate, gift and retirement planning. I enjoy the chance to bring a big picture sensibility to the process of helping individuals and businesses protect their overall wealth and build stepping-stones for growth, next generation leadership and company sustainability.
Community involvement enables me to support causes I love. I have served in almost every fundraising and leadership role at the Carl Perkins Center for Prevention of Child Abuse, as an effort to make a difference in the lives of children. I am on the board of the Tennessee Society of Certified Public Accountants, because I value giving back to our profession. And I am very involved with both The Jackson Symphony and The University School of Jackson, because I cherish music, education and how they benefit our community and our kids.