Phone: (717) 238-0446 x127
EDUCATION AND PROFESSIONAL DESIGNATIONS
York College of Pennsylvania, Bachelor of Science, 1987
Certified Public Accountant, 1992
Accredited in Business Valuation by the American Institute of Certified Public Accountants, 1999
Boles Metzger Brosius & Walborn PC (Professional staff, 1987 to 1991, Senior 1991 to 1995, Supervisor of Business Valuation Department 1997 to present)
General accounting practice, including audit, review and compilation procedures for corporations, local governments and non-profit organizations. Preparation and review of corporate, partnership, individual and fiduciary tax returns, and corporate and personal income tax planning, preparation of business valuations for Employee Stock Ownership Plans, mergers and acquisitions, divorce, and estate and gift tax issues, and management advisory services.
BGM Financial Associates, Ltd. (Supervisor, 1996 to 1999, Shareholder, 2000)
Financial planning and investment management, including serving on the Investment Committee for the selection of appropriate investments for clients in all planning areas.
Villa Teresa (Controller 1995 to 1996)
Responsible for all financial affairs of 184 bed nursing home, including managing accounting staff, preparation of financial statements, filing appropriate tax forms with federal and state taxing bureaus, preparation of Medicare and Medicaid cost reports, management of pension plan and investments.
PROFESSIONAL AND CIVIC ACTIVITIES
American Institute of Certified Public Accountants, Member since 1992
Pennsylvania Institute of Certified Public Accountants, Member since 1992
Speaker and organizer for continued education programs presented by Boles Metzger Brosius & Walborn PC as an approved sponsor by the Pennsylvania State Board of Accountancy.
Chairman Business Valuation Committee
South Central Chapter, Pennsylvania Institute of Certified Public Accountants, 1997
Treasurer Lawton Athletic Association 1999, 2000
School Board member St. Catherine Laboure School 2000-2001
Finance Committee member St. Catherine Laboure Church