I am proud to serve as a practicing Certified Public Accountant at Azzendo Wealth Advisors with a comprehensive background in wealth management. As a CFP® and CPA, I serve as Financial Advisor to many of our firm's wealthy clients, bringing together my experience in both accounting and financial planning to help them achieve their financial goals. I have been actively involved in public accounting for nearly thirty-five years, building a deep understanding of the complexities that face individuals and businesses in today's financial landscape.
My educational foundation began at the University of Kansas, where I earned a bachelor's degree in business administration and Naval Science, followed by an MBA in Finance and Accounting. I later obtained a Master of Science in Taxation from Florida International University to further specialize in tax planning and strategy. Early in my career, I served as a Senior Tax Manager at PricewaterhouseCoopers, where I gained valuable experience working with complex tax matters for high-net-worth individuals and businesses.
Like the other advisors in our firm, I am a CFP® practitioner and hold the Series 65 license with FINRA, which allows me to provide comprehensive investment advisory services. My professional credentials are supported by my active membership in both the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. In addition to my CPA and CFP® credentials, I also hold a bar license that I utilize in representing clients in tax cases against the IRS in the US Tax Court, providing comprehensive representation and advocacy for clients facing complex tax disputes.
When I'm not working with clients or staying current with the ever-changing tax code, I enjoy pursuing several personal interests including sailing, reading, and traveling. One of my more unique hobbies is serving as a certified judge for Kansas City BBQ Society cook-off championships, where I get to combine my analytical skills with my appreciation for great barbecue. My diverse background in public accounting, wealth management, tax law, and financial planning positions me to provide comprehensive financial guidance to clients navigating complex financial situations.