Contact Info

P: 301.770.5100 x 1281
F: 301.770.5202
E: Click Here

Education 

B.S. – Accounting, University of Maryland
M.S. – Taxation, Southeastern University

Professional Designations

Certified Public Accountant
Certified Valuation Analyst
Certified Financial Planner

Awards & Honors

Listed three times in Washingtonian Magazine as a “Top Financial Advisor”

Activities & Affiliations

Member, American Institute of Certified Public Accountants (AICPA)
Member, Maryland Association of Certified Public Accountants (MACPA)
Past President, Capital Area Chapter, MACPA
Past Chair, Estate and Gift Tax and Professional Ethics Committees, MACPA
Past Board Member, MACPA
Past Chair, Chevy Chase Section Three
Past President, Bethesda-Chevy Chase Chamber of Commerce
Past President, Bethesda-Chevy Chase Rotary Club
Treasurer, Columbia Country Club

Speaking Engagements

Estate Planning, Professional Ethics, Litigation Support Services (MACPA)
Business Valuation, Investigative Accounting (Montgomery Bar Association – MBA)
Financial Management, Financial Recordkeeping (Capital Chapter, Association of Legal Administrators)
Walker vs. Grow (Maryland Institute for Continuing Professional Education for Lawyers – MICPEL)
Personal and Professional Goodwill (Maryland Chapter, National Association of Certified Valuation Analysts)

Other Achievements

Qualified as an Expert Witness in Accounting, Taxation, Investigate Accounting and Business Valuation
Qualified in the Circuit Courts of Montgomery and Howard Counties in Maryland; in Fairfax, Virginia; and in the Superior Court of the District of Columbia