Education
- Case Western Reserve University, M.B.A.
- Ohio University, B.A.
Related Articles
- November 1, 2023
Why Employee Stock Ownership Plans (ESOPs) are Becoming the Best-Kept Secret in Business Ownership - August 7, 2023
The Clock Is Ticking For Estate & Gift Tax Planning For The Family Business - April 17, 2023
Attention Taxpayers: Expect More Valuation-Related Challenges - July 20, 2020
ESOPs Improve Employee Retention During COVID Crisis
Professional Associations
- American Institute of Certified Public Accountants
- The Ohio Society of Certified Public Accountants
- CFA Institute
- Columbus Society of Financial Analysts
- Institute of Business Appraisers
- The ESOP Association
- National Center for Employee Ownership
- Ohio Employee Ownership Center
- Association for Corporate Growth
- Estate Planning Group II of Columbus
- Appraisal Issues Task Force
- Conway Center for Family Business
Past Speaking Engagements
- “ESOPs: A Savvy Ownership Model for Contractors”; AICPA and CIMA Construction and Real Estate Conference; Las Vegas, NV; 12/8/25
- “ESOPs: An Idea That Can Make You A Hero To Your Clients;” BDO Mini-Area Meeting, Columbus, OH; October 2025
- “Reading & Understanding The ESOP Valuation Report,” Great Lakes ESOP Conference, Sandusky, OH; October 2025
- “Assessing The Feasibility Of An ESOP;” OEOC: 39th Annual Ohio Employee Ownership Conference, Akron, OH; March 10
- “From Feasibility To Reality: Phase 2’s Journey To Employee Ownership;” Rocky Mountain & Texas/Oklahoma Regional ESOP Association Conference, Phoenix, AZ; March 28, 2025
- “Projections: The Centerpiece Of ESOP Valuation;” OH/KY ESOP Association Conference, Columbus, OH; March 5, 2025
- “Buy-Sell Agreements: Address Now or Distress Later”; Conway Center for Family Business; Webinar; 3/16/25
- “Lessons for 2025 from 2024 ESOP Valuations”; Ohio Employee Ownership Center Southwest Ohio Forum; Dayton, OH; 12/4/24
- “From Feasibility To Reality: Consolidated Electrical Contractors’ Journey To Employee Ownership”; The ESOP Association’s Great Lakes ESOP Conference, Sandusky, OH; 10/8/24
- “Getting Your Company Ready for a Transition to an ESOP”; The ESOP Association’s Great Lakes ESOP Conference, Sandusky, OH; 10/8/24
- “Getting Your Company Ready for a Transition to an ESOP”; Ohio Employee Ownership Center’s 38th Annual Ohio Employee Ownership Conference, Akron, OH; 4/18/24
- “Improving Your ESOP Valuation Process and Communications”; The ESOP Association’s New York/New Jersey Annual Conference; Niagara Falls, NY; 3/8/24
- “ESOP Valuations: What You Need to Know”; Ohio Employee Ownership Center’s Southwest Ohio Employee Ownership Forum; 12/6/23
- “The Clock is Ticking for Estate & Gift Planning for the Family Business”; Worthington Estate Planning Council; Worthington, OH; 11/15/23
- “Reviewing an ESOP Valuation Report”; Great Lakes Conference of the ESOP Association; Sandusky, OH; 10/17/23
- “ESOPs: An Overlooked but Savvy Succession Planning Alternative”; Halfmoon Education; Webinar; 10/11/24
- “Business Succession Planning: Turning Goals into Reality”; GBQ Webinar; 9/19/23
- “ESOP Valuations: What You Need to Know”; Ohio Employee Ownership Center’s 37th Annual Conference; Akron, OH; 4/20/23
- “What’s Going on With Your 12/31/22 ESOP Valuation”; Ohio/Kentucky Chapter of the ESOP Association’s Annual Spring Conference; Columbus, OH; 3/23/23
- “Shareholder Buyouts & Buy-Sell Agreements: Address Now or Distress Later”; Conway Center for Family Business; Webinar; 3/14/23