As a licensed CPA, my early career started with a stint at one of the Big Four firms, where I gained extensive experience working in both the tax and audit departments. Following that, I embarked on a more entrepreneurial path in private practice which led to taking a position as in-house CFO for one of my clients, a predecessor agency to Legacy.
Today, my primary focus is on financial strategy, planning and compliance, as well as overseeing our finance team. In addition, I lead the charge from a M&A and due diligence perspective, as we continue to grow and expand Legacy’s capabilities and service offerings to meet evolving client needs.
In my spare time, I work with our senior management team to ensure that we are running and managing our business effectively and efficiently. I feel fortunate to work among a group of incredibly talented and creative people in such a vibrant industry. At Legacy, we all share a passion for our business and clients. There’s a tremendous amount of satisfaction working with people who care so deeply about the work they produce and clients they serve. We work hard ,but still manage to have a lot of fun and not take ourselves too seriously. I make sure of that.