TAX PLANNING & COMPLIANCE, BUSINESS ADVISORY
Growing up, I was enamored with money and anything finance related – stocks and investments, economics, you name it. If you could associate a dollar sign with it, I was, and still am, interested in it! I ultimately graduated from UCLA and served as an intern during my final year of undergrad. Lucas, Horsfall quickly became a family to me and provided me the ability to work with clients of all income levels in every industry imaginable, all the while affording me the opportunity to chart my own course for my career.
I’m a tax director at our firm and actively engage and consult with a wide swath of businesses and individuals to help them achieve their aspirations from a tax perspective. Being able to assist clients in mapping out their ambitions and actively working with them to meet those goals over time is the greatest reward.
When I’m not in the office you can typically find me outdoors golfing, running, or hiking.