Certified Public Accountant
Certified Fraud Examiner
Life, Accident & Health Licensed Producer (NYS)
Property / Casualty Licensed Producer (NYS)
Deloitte & Touche alumnus (10 years)
Over 25 years of professional experience in financial audit, internal audit and finance.
Clients served include: assisted living, hospitals, nursing homes, manufacturing, distribution, retail, construction, commercial real estate, banking, credit unions.
Focus is on assisting small- and mid-sized businesses save money through various contingency-based programs, including:
- Workers’ Compensation Premium Recovery
- Health and Property / Casualty Insurance
- Forensic Utility Auditing
- Merchant Service Fee Optimization (not a payment processor)
My philosophy is no need to change providers, but ensure you are not over-paying!
Businesses are faced with many challenges---improving cash flow and profitability, keeping customers happy while trying to obtain new customers, managing and motivating their staff, competing in the global market place, tackling ever-changing regulations, and many others. They cannot be experts in everything and need to work with trusted advisors that are experienced, independent and committed professionals. We can help.
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