Erie, Pennsylvania 16505
As a Personal Financial Specialist and CPA Partner at MPB, I am experienced in analyzing financial information for clients involved in litigious situations. This collaborative process is so much more satisfying, primarily because of the results. Working together with other like-minded collaborative professionals in a team creates synergy and a cooperative attitude that revolutionizes the entire process. Although there will be some “give and take” throughout the process, the outcomes are considered reasonable and fair. As a financial advisor in a collaborative divorce, I work with both parties as a neutral financial coach gathering the financial information, analyzing the data, establishing working budgets, determining value for assets and creating best case tax scenarios. Although these traditional services are vital to the process, I specialize in an educational role bringing clarity and understanding to the numbers. Often financial issues create substantial stress in any divorce and I strive to create a more level playing field with both parties understanding each decision’s financial impact, thereby creating efficiencies in the divorce process and a stress-reduced environment.
Professional ActivitiesAmerican Institute of Certified Public Accountants (AICPA) Council - 2010-2113 ~PICPA Federal Tax Committee - Chair ~PICPA Employee Benefit Plans Committee & Subcommittees ~PKF North America Employee Benefit Steering Committee ~IRS, PA Department of Revenue & Practitioner Working Together Committee ~Collaborative Professionals of Northwest PA -Actively participating member ~ ~
Grove City College - 1978
Bachelor of Arts, Accounting and Business Administration, Magna Cum Laude
As a Certified Public Accountant and Personal Financial Specialist, I am required to obtain at least 80 hours of continuing education every two years. In the last reporting period ended December 31, 2013, I obtained over 200 credited hours of continuing education.