CPA/ABV/CFF, CFE, CVA
Over the past 18 years, I have educated and assisted clients in understanding their current and future financial condition. As a neutral financial professional, I provide an objection opinion that helps clients make informed financial decisions which allow the collaborative process to work more efficiently.
Areas of Practice
I am able to provide the following divorce services:
- Prepare statement of Assets, Liabilities and Net Worth (ie., Marital Balance Sheet)
- Provide valuation of closely-held businesses
- Identify and trace separate property
- Determine economic income for support purposes
- Provide tax consequences of property settlements and support
- Compile current and future budgets
- Assist in generating options for financial settlements
Professional Licenses:
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
- Certified in Financial Forensics (CFF)
- Certified Fraud Examiner (CFE)
- Certified Valuation Analyst (CVA)
Professional Education
- Ohio Wesleyan University: B.A. – Accounting
Collaborative Practice Group Membership:
Professional Experience/Activities:
- Treasurer of Win Win Divorce
- Village Council Member
Collaborative Practice and Related Skills Training:
- 2009 Basic Interdisciplinary Training, Collaborative Training Solutions (CTS), 13.0 hrs
- 2010 Advanced Collaborative Training, Pauline Tesler, J.D., 15.5 hrs
- 2012 Advanced Interdisciplinary Training, Collaborative Practice Training Institute (CPTI), 16.5 hrs
