Background:
Born and raised in Southern California. After graduating from Chapman College (now Chapman University), I spent several years at a local CPA firm where I discovered an aptitude for tax planning and a love for helping people. From there I moved to beautiful Vail, Colorado where I started a tax practice and remained for 14 years. Ben and I joined forces at Copperstate CPAs, PLC in January 2008.
Latest Accomplishment:
Participated in my 10th annual Susan G. Komen Race for the Cure! While no speed records were set, I helped raise over $2 million in this cause close to my heart.
On Taxes:
Proactive tax planning is the key to a successful financial future.
Responsibilities:
Develop and maintain tax strategies to optimize tax savings for businesses and individuals.
Favorite Outdoor Activity:
Hiking and snowshoeing.
Favorite Number:
7
