Areas of Expertise:

• Taxation
• Tax Compliance
• Business Valuations, Consulting
  • Hospitality Industry
  • Manufacturing
  • Soft Drink Bottling
  • Retail and Wholesale Grocery
  • Legal Profession
  • Pension and Profit Sharing Plans
  • Welfare Benefit Plans

Professional Certifications:

• Certified Public Accountant (CPA)
• Juris Doctorate (JD)
• Certified Valuation Analyst (CVA)
• Certified Forensic Financial Analyst

Professional Activities:

• American Institute of Certified Public Accountants (AICPA), Member
• Kentucky Society of Certified Public Accountants (KSCPA), Member
• National Association of Certified Valuation Analysts (NACVA), Member
• Kentucky Bar Association, Member
• Fayette County Bar Association, Member

Community Activities:

• Lexington Rotary Club (since 1979); Board of Directors and Treasurer
• Bluegrass Council/Boy Scouts of America; Former Board Member and Treasurer

Education:

• University of Kentucky, Bachelor of Science in Commerce (Major in Accounting)
• University of Kentucky, Juris Doctorate Degree
• Continuous education through American Institute of Certified Public Accountants and National Association of Certified Valuation Analysts

E-mail: