Ryan

I’m the Director of Operations at the firm, and since earning my designation in 2015, I’ve had the opportunity to work with clients across a wide range of industries, with a focus on compilations, corporate and personal tax, and strategic tax planning. I’ve built extensive experience working with holding companies, reorganizations, and estate planning, along with managing a full spectrum of corporate and personal tax filings. I take pride in building strong, lasting relationships and helping business owners make informed, confident financial decisions that align with their goals.

Outside of work, I enjoy spending time with my family, playing pickleball, and exploring emerging trends in AI.