PMI

I am a seasoned accounting and tax professional with over 35 years of experience. I hold a Bachelor of Arts in Accounting from Lewis University and a Master of Science in Taxation from DePaul University.

I started my career in public accounting where I gained experience in multi-industry financial statements, Federal/State/local tax returns, and monthly/year-end audits allowing me to rise to the position of Partner.

In addition to maintaining an income tax practice, I ventured into the investing world with positions at A G Edwards and later RBC Wealth Management.  I then moved to one of my former audit clients, Lake Mortgage Company Inc. to become their CFO/Treasurer. 

I am a member of the National Association of Tax Professionals.