Academic and Professional Credentials

  • Certified Public Accountant in the states of New York and Pennsylvania (CPA)
  • Personal Financial Specialist (PFS) through the AICPA
  • Certified Financial Planner (CFP) and Certified Design Accountant (CDA)
  • Bachelor of Science, Accounting, Robert Morris College, 1982

Positions and Experience

  • Partner, Dannible & McKee, LLP, Certified Public Accountants and Consultants
  • Vice President, Dannible, McKee and Associates, Ltd. (A business valuation company)

Professional Affiliations and Memberships

  • Certified Design Association of Accountants (CDAA), Member
  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Tax Division
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Pennsylvania Society of Certified Public Accountants (PICPA)
  • CPA’s Auto Dealers Consultants Association (CADCA)

Community Organizations

  • Treasurer for the Alzheimer’s Association of Central New York.

Publications and Seminars

  • “How to Lose Your 501(c)(3) Tax Exempt Status (Without Really Trying)” Dannible & McKee, LLP Annual Nonprofit Conference, January 2017
  • “The Echoes of the New York State Revitalization Act – Is Your Organization Compliant?” Dannible & McKee, LLP Annual Nonprofit Conference, January 2015
  • Frequent speaker at Firm sponsored and local organization seminars
  • New York Housing Association, Spring Symposium and Legislative Summit Speaker, April 2013