
I am the partner in charge of the Tampa Bay and Knoxville offices of Sorren, Inc. As a CPA, I have extensive experience advising clients in real estate management and development, healthcare, and automobile dealerships. I have also participated in and advised on middle market transactions on the buy and sell side from assisting in structuring and tax efficiency to helping sellers negotiate the pricing and terms of the deal. I am passionate about meeting new people, creating long lasting relationships and creating a strategic plan to reach long term objectives
I serve as the partner in charge of the Tampa Bay and Knoxville offices of Sorren, Inc., a top 50 national accounting firm. My primary responsibilities include the growth of our Tampa Bay and Knoxville offices, the development and leadership of the partner group, and working with our national office to identify strategic partnerships or acquisitions in the Florida market. I have also implemented best practices for partner engagement and performance metrics, driving substantial revenue growth in 2025.
The Fisher School of Accounting Advisory Board serves an important role in insuring that the School offers rigorous and relevant programs. It provides advice, counsel, and assistance to faculty, students, and staff. The Advisory Board members are leaders in the accounting profession, including public accounting firms, industry, government, and academia.
Act as a liaison between the bank and the business community, participate in discussions with bank leadership on financial and performance metrics for the bank, discuss new internal service lines and financial products the bank is bringing to market
At large board member of University of Florida Alumni Association (UFAA) which supports exclusively the University of Florida's mission of teaching, research, and service as determined by the University of Florida Board of Trustees by fostering and enhancing the relationship between the University of Florida and its alumni, students and friends. Chairman of the recruiting committee, named outstanding committee for the UFAA in 2019
Served on the board as Treasurer and Chairman of the Board for the Humane Society of Pinellas committed to bringing people and pets together and promoting awareness for animal health, welfare, and education. Initiated a leadership transition at the Executive Director position and oversaw substantial growth and set the framework for a capital campaign to expand the physical footprint of the organization