Received Bachelor’s Degree in Accounting from the State University of New York at New Paltz and a Master of Taxation degree from Florida Atlantic University. Holds the Certified Financial Planning (CFP) designation and the Personal Financial Specialist designation from the AICPA. Certified in the States of Florida and New York. Member of AICPA, FICPA and NYSSCPA. Prior to joining DBMS, worked 9 years with one of the top 20 CPA firms in New York City and was the Tax Manager of a local CPA firm for 11 years. Background includes varied public accounting experience, with an emphasis on individual, business, estate and trust taxation and planning. Joined the Firm in 2005.