Tax Manager
My goal is to help clients navigate complex tax matters with clarity and confidence while serving as a trusted advisor throughout their financial journey.
I work with high-net-worth individuals and families on a wide range of tax planning and compliance matters. With nearly a decade of experience, I help clients navigate sophisticated tax issues, including international tax matters, fiduciary and trust taxation, and estate and gift tax planning.
My client work spans real estate, professional services, and individuals and families with diverse investment portfolios. I’m known for my thoughtful approach, technical expertise, and ability to translate complex tax concepts into practical guidance that supports informed decision-making.
I’m passionate about helping clients plan confidently for the future. I value building long-term client relationships and providing responsive, personalized guidance tailored to each client’s unique circumstances.
When I’m not advising clients on tax planning and compliance, I enjoy spending time with my family and embracing whatever the season has to offer, cultivating my home garden in the summer, hiking and volunteering on local trail restoration projects in the fall, and exploring new destinations through travel in the winter.
I’ve traveled to 27 countries and visited 19 U.S. national parks. I’m a yogi, half-marathon runner, proud dog mom, and avid aroid plant collector.
