Helping clients achieve business goals and maximize organizational value.

I am a native of St. Louis, Missouri, growing up in South City where I attended grade school at St. Joan of Arc and high school at Bishop DuBourg. i received my BSBA from the University of Missouri - St. Louis where I was a member of Sigma Tau Gamma Fraternity. My 18 year career includes experience in Big Four public accounting at Arthur Andersen and Ernst & Young, Fortune 500 corporations, and my own accounting and consulting practice.

My personal time is spent with family and friends enjoying good food, St. Louis Cardinals games, and live music. I am a car enthusiast, technology fanatic, and an aspiring cook. I also like to travel when time allows.

Work Terms

Client services are delivered through my firm, OptimAdvisory, LLC. Work terms are flexible, however always subject to the professional standards and ethics of the Accounting profession. Billing terms are also flexible and include hourly billing, fixed fee, and progress billing.

All work is performed within the framework of the four cornerstones of my Firm; Integrity, Open and Honest Communication, Mutual Respect, and Client Service.