EXPERTS IN GUIDING ENTREPRENEURS
CPA, SENIOR ACCOUNTANT
I am a CPA and Senior Staff Accountant at Casey Neilon. In this role I meet with clients, prepare and review tax returns, respond to tax and accounting inquiries from clients, assist with bookkeeping and financial statement preparation, assist on estate and trust projects, work on financial statement audits, as well as overseeing, advising and training other staff accountants with various projects.
I have been serving clients in this capacity since 2006. My experiences have taught me to trust my instincts, to be proactive in planning for client needs and to listen more than I speak.
In addition to my responsibilities at Casey Neilon, I am also very focused on promoting our culture of fun and balancing my life with family and physical activities.
When I’m not working I like to travel, ride motorcycles, camp, fish, do yoga, knit and cook. I have an English Bulldog who is my partner in crime and is often in the office with me.
Education, Certifications, Licenses
Bachelor of Science in Accounting, Western Governor’s University
Certified Public Accountant