I have always been a tax nerd, but I have also discovered I am good at something else — presenting and teaching on taxes. I present continuing education to fellow tax professionals, and give CPE presentations to industry professionals such as HR pros, payroll pros, business owners and office managers.
I worked for 4 years at a third-part administrator of retirement plans, and started my own tax firm in 2009. I had 3 clients on day 1, and now have over 200 clients. I enjoy helping my clients and alleviating their fears and frustrations with taxes.
I hold a licensed public accountant designation in Iowa (similar to a CPA) and am an Enrolled Agent.
I am a native Iowan and have a degree in corporate communications from Simpson College in Indianola, with an accounting certificate from Simpson. I am married to a truly wonderful wife who is a professor of Spanish and we have two boys who know how to keep us plenty busy and continually in motion. We also have a menagerie of 4 cats and 3 dogs. As a long-time history buff, I’ve become a bit of an expert on the Battle of the Little Big Horn (Custer’s Last Stand) which I’ve studied since I was 10 years old. I’m also an avid fan of the St. Louis Cardinals in baseball, and all things Iowa Hawkeye.
These photos below are not of me, they are photos that came with the website template. “Real” photos coming soon!