I was born in El Paso, Texas and had the good fortune of being adopted at the tender age of 15 days. I was subsequently transported to New Orleans, where I was raised. Being a better than average math student during my youth, I decided to study pre-Med at college.  Chemistry and I did not get along so well, so I decided to fall back on the math skills, and I ultimately graduated in Accounting from Louisiana State University. 

After college, I worked at a National firm in New Orleans and passed the CPA exam. Despite the strong foundation gained from auditing larger companies, I didn’t find the work fulfilling.  It was then, that I made the decision to work for smaller CPA firms and shift to tax and business advisory services with closely held businesses and their owners.

I started my own firm in 1995 with a handful of clients.  A marriage, two kids (now adults), a divorce, and three decades later, we now have a team of seven, with hundreds of clients that we proudly serve. Although the math skills are important, our business is much more about relationships, communication, and problem solving. In good times and bad, I like being present for our community of customers to help them achieve their financial and personal goals.