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