I have been a partner for over 15 years and running my own accounting firm gave me real insight into the problems and concerns business owners face. I faced them too! Most of my thirty year career I've spent in the construction, real estate and professional services industries. The work I enjoy most involves tax planning for S corporations, partnerships and individuals. That means I do a good bit of consulting to help business owners and people with tax strategy for estates and trusts, as well as business operations, purchases and sales. Like it or not, taxes are one of our biggest expenses, so it's my job to make sure they are minimized within the limits of the law, and that there are no surprises in April. Tax planning is a critical aspect in our Concierge Accounting approach.
I grew up in Phoenix, and earned both my Masters degree in Taxation and my B.S. in Accounting at Arizona State University. In August 2018, I was appointed to the Arizona State Board of Accountancy Tax Practice Committee. My wife, Renee, and I have been married for over thirty years and we are the proud parents of three sons, Josh, Jake and Mickey. Josh is a restaurant manager in Scottsdale, was married in 2017, and now is enjoying being a newlywed! Jake joined the Army in the summer of 2010, deployed to Afghanistan, and came home safely in January 2014. He graduated from ASU in 2016 and commissioned back into the Army as an officer where he is flying Blackhawk Helicopters. Mickey graduated from ASU in 2017 and is now an Economics Teacher at Gilbert High School! He is also on the football team’s coaching staff! Go Tigers! I like most things with motors, so racing my RX7 at club racing venues and riding ATVs with the family are my hobbies of choice. I enjoy hiking, have participated in the Phoenix 7 Summit Challenge and successfully hiked the Grand Canyon, Rim to Rim in one day.
Construction has been a part of my professional life since I can remember. My early years I spent hands on as a professional framer for a custom home builder, and for the last two decades, providing attest and consulting service to businesses in the construction and real estate industries. Over the course of that time, I've developed strong working relationships with Valley bond agents, surety companies, bankers and other construction industry professionals, and that really helps our clients as they grow. My career path has allowed me to amass a broad base of experience, including controller of a private company. That's why I relate to the problems and concerns of financial managers and can provide guidance, financial or otherwise.
I grew up in Indianapolis, Indiana and earned my B.S. in Accounting and Computer Information Systems from Indiana University. My wife, Aimee, and I have four wonderful children, and we have called Arizona home since 2004.
I began my career as an auditor at KPMG in Dallas, while attending undergraduate at Southern Methodist University. I graduated with my BS and Masters in Accounting and moved back to my home state of Arizona, to work for KPMG and obtain my CPA license. After 3 years, I started a new job as a Revenue Accountant at JDA Software in Scottsdale. I was there for 5 years, where I worked in several different areas including revenue, fixed assets, leases and payroll accounting. I joined Conover Asay CPAs in March 2017.
I met my husband Zach while working at JDA. We have been married since 2015 and have a one-year old daughter, Hayden, and our son, Sutton, was born on July 14, 2017. We reside in Scottsdale and love spending time as a family and traveling to new places.