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