Academic and Professional Credentials

  • Certified Public Accountant in New York State
  • Certified Financial Planner (CFP®)
  • Personal Financial Specialist (PFS) by the AICPA
  • Bachelor of Science Degree, Accounting, Le Moyne College

Professional Memberships and Organizations

  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Tax Section Member
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Various community and civic organizations

Positions and Experience

Publications and Seminars

  • “Taxation of Manufacturers: The Past, Present and Future” Dannible & McKee, LLP Central NY Manufacturing Conference, October 2017
  • “Taxation of Manufacturers: The Past, Present and Future” Dannible & McKee, LLP Southern Tier Manufacturing Conference, October 2017
  • “2016 Year-End Tax Planning Strategies for the Manufacturer” Dannible & McKee, LLP Annual Manufacturing Conference, October 2016
  • “2015 Federal Tax Update & Tax Planning for the Manufacturer” Dannible & McKee, LLP Annual Manufacturing Conference, October 2015