Executive Summary

Who We Are

Senior level experience in Financial Services and Business Management, including Accounting, Taxation and Financial Planning. Extensive knowledge of Risk Assessment and Insurance, as well as Investment Products. Consistently demonstrated abilities to simplify complex problems, meet demanding objectives and easily gain the confidence of both staff and clients. Organized, highly efficient team leader/team player and resourceful problem solver. Proven capability to work in sophisticated professional environments while maximizing resources and minimizing cost.

Education/Certifications

  • Master of Science Degree, Major in Taxation

  • Golden Gate University, San Francisco, CA

  • Bachelor of Arts Degree, Major in Business Administration, Emphasis in Accounting

  • California State University Long Beach, Long Beach, CA

  • California Certified Public Accountant – License #116396

Current Community Activities

  • Longmont Twin Peaks Rotary – Member since May 2014

  • Past President 2016-2017

  • Paul Harris Member

  • Paul Harris Society Member

  • Longmont Chamber of Commerce

  • Board of Directors Member and Treasurer

  • Executive Committee Member

  • Finance Committee Member

Prior Community Activities

  • Longmont Downtown Development Authority – Board Chair

  • Longmont Community Justice Partnership – Treasurer – Board Member

  • St. Vrain School District Leadership Program – Class 2017

  • Leadership Longmont Class 2015

  • Longmont Affordable Housing Corporation – Board Member