I am a CPA by training working with wonderful clients. I have a keen interest in professional service firms and I am fascinated you can get weird groups of people together for a common professional goal. I survived Enron, HealthSouth, Arthur Andersen, Sarbanes Oxley, and hopefully robots and AI.
CPA Financial Planner
PlanFIRST October 2014 - at PresentI work within a team of highly talented fee-only financial planners that uniquely serve our clients through a Biblical worldview. I love our clients. We serve business owners, families with special needs, and high net worth individuals.
I also work with our awesome head of marketing to design and implement new content marketing strategies.
Treasurer, Board of Directors
Peru Mission September 2014 - at PresentPeru Mission is a strategic facilitator of urban church planting and Christian community development in Peru. We plant missional churches, raise up Christian leaders and develop transformational institutions. These vibrant, reformed churches are actively involved in bringing God’s justice, mercy, and peace to the world around them. We are committed to the historic Christian faith as expressed in the great creeds of the ancient Church: the Apostles' Creed, the Nicene Creed, and the Athanasian Creed. We also heartily concur with the creeds of the Reformation, most especially the Scots' Confession and the Westminster Confession of Faith.
Senior Manager - Global Compliance and Reporting
Ernst & Young June 2010 - October 2014I had a fantastic experience at one of the world's greatest professional service firms. I was honored to serve in the income tax and audit practice. I was also privileged to help the firm administer the Entrepreneur of the Year program in the Southeast. I taught continuing professional education (CPE) for the Southeast Tax practice.
Manager-Strategic Federal Tax Services
Grant Thornton, LLP June 2002 - October 2009Income tax, financial statement restatement, FAS 109 audit, executive compensation, mergers and acquisition. I contributed to recruiting, staff and senior training development, and CPE instruction.
I served on the core team of professionals restating the financial statements of HealthSouth after the $2.7 billion fraud. I was privileged to work with people from all over the US and a fun group of Aussies with a cheeky streak.
Arthur Andersen September 2001 - June 2002I was fortunate to be able to experience one of the richest cultures within professional services and work for a firm with an amazing history. Sadly the firm ceased operation due to the Enron affair.
Master's of Professional Accountancy/Taxation
2000 - 2001
(1 year) South Carolina
Bachelor's Business Administration/Accounting
1995 - 1999
(4 years) South Carolina