Areas of Expertise:
- Investment Portfolio Design and Performance
- 1031 Real Estate Exchanges
- Tax Planning and Strategies
- Due Diligence Review and Research on Investment Programs
Education:
De La Salle Collegiate
University of Detroit, BS Accounting/Finance
Related Affiliations and Service:
Former National President, ADISA, the Alternative Direct Investment Securities Association
ADISA Board Member for Over 12 Years
Michigan Association of Certified Public Accountants / American Institute of Certified Public Accountants
Some interesting things about me:
- Grew up in Detroit with 5 brothers
- Have seven children (yes 7!!); 4 boys and 3 girls
- Spend summers on Harsens Island fishing and boating
- Also a coach at Utica High School