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
- “Reviewing, Understanding, & Communicating Your ESOP Valuation,” Michigan ESOP Association Conference, March 20, 2025
- “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