About
Current Residence:
Birthplace:
Experience:
My professional career has consisted of various accounting and financial positions. I have worked for three of the top 20 accounting firms in the U.S., where I first focused on financial statement audits. Most recently I have changed my focus (since December 2006) to mergers & acquisitions. More specifically, I concentrate on financial & accounting due diligence. I am currently a Manager in the Transaction Services Group of an international accounting firm. Most of our clients are corporate strategic buyers and private equity groups. I also worked as a controller of a middle-market transportation & logistics company.
Certifications:
I am currently a licensed Certified Public Accountant (CPA) in the state of North Carolina. To achieve a CPA designation, an individual must go through a rigorous process of academia (150 credit hours or master’s degree), experience (1 or 2 years of post graduate experience directly under the supervision of a licensed CPA), pass all four parts of the CPA Exam with a specified time frame, continuously adhere to ethics requirements through action and continuing education, and also adhere to Continuing Professional Education (CPE) rules and regulations which currently mandates 120 hours every three years, with at least 20 hours completed in any particular year. NOTE: None of the information on this site should be construed as CPA-type services.
Organizations:
American Institute of Certified Public Accountants (AICPA)
North Carolina Association of Certified Public Accountants (NCACPA)
Association for Corporate Growth (ACG)
Passion:
Financial Literacy. I believe there is a disconnect between service providers (credit card companies, home mortgage lenders, auto lenders, student loan lenders, etc.) and the buyer of these services.
One of my goals of this website is to bridge the gap between Wall Street and Main Street. Now, don’t get me wrong, we as a country are much more informed than our grandfathers and grandmothers were. However, I believe we are much greedier, and there are more financial instruments available to Main Street that we simply do not understand, but we invest in them anyways because some talking head said it was a good idea.
This website will initially focus on personal finance, investing, careers, among other topics, and is meant to be informative and easy to understand. I hope that everyone reading this site will tell their friends, visit often, and please ask questions through the post comment section, or send me an email directly. In the future I hope to increase the content of this site along with become an author, a renowned speaker, and money manager (among other desires).
Please read the Disclaimer page on this website, as none of the advice on this website should be construed as financial advice on any subject matter.
