Education
- Miami University (OH), B.S.
Professional Associations
- American Society of Appraisers
- Association for Corporate Growth
- The ESOP Association
- Advisory Committee – Indiana Chapter of the ESOP Association
- Miami University Farmer School of Business Young Professional Advisory Council
Select Speaking Engagements
- “15 Cautionary Aspects Specific to ESOP Valuations”; Ohio/Kentucky Chapter of the ESOP Association; August 4, 2022
- “Current ESOP Valuation Issues”; The ESOP Association National Conference; Washington DC; May 5, 2022
- “Assessing the Feasibility of an ESOP”; 7th Annual Great Lakes Conference of the ESOP Association; Sandusky, OH; September 28, 2021
- “Ask the Experts”; Michigan Chapter of the ESOP Association; Lansing, MI; April 17, 2019
- “ESOP Companies Making Acquisitions – A Panel Discussion”; Indiana Chapter of the ESOP Association; Indianapolis, IN; March 9, 2019
- “Demystifying the Valuation/Trustee Review Call”; 4th Annual Great Lakes Conference of the ESOP Association; Sandusky, OH; October 19, 2018