Specific Areas of Expertise

• Manufacturing
• Wholesale distribution
• High net worth individuals
• Broadcasting and cellular telephone business
• Business succession planning

Professional Associations

• Mahoning Valley Chapter of the Ohio Society of Certified Public Accountants
• American Institute of Certified Public Accountants
• American Institute of Certified Public Accountants Consulting Services Section
• Ohio Society of Certified Public Accountants
• Financial Planning Association
• Bury Financial Group Client Advisory Board
  

Civic Associations

• Poland Rotary: Board Member/Past President
• Trumbull 100: Board Member
• Mahoning County American Cancer Society: Advisory Board Member
• Children's Rehabilitation Center: Board Member
• Humility of Mary Health Partners: Finance Committee Member
• Youngstown Country Club
• Poland Swim Club