Two agents.
One firm. All year.

I’ve worked in tax for more than 35 years. That's long enough to have watched tax law change again and again, and to know how to navigate it for my clients no matter what shifts next.

After six years in accounting and tax working with small businesses, I opened my own tax practice in 2008, serving individuals, small businesses, and trust and estate tax preparation and advising. Along the way, my focus sharpened on small business owners and the families behind them. I've come to see the business return and the personal return as one connected picture, not two separate jobs — and owning my own business gives me firsthand insight into the financial and emotional realities small business owners and their families navigate every day.

What I love most is connecting with people — understanding their life situation so I can genuinely guide and help them with their taxes and their business, not just file a return.

Before becoming a partner at Sapere, I spent more than 30 years working for global companies in business and technology program management. For the last decade of those 30 years, I ran my own consultancy. As a small business owner, I became laser focused on my business economics and ways to ease my tax burden.

These varied career experiences gave me a deep, practical understanding of how numbers, systems, and decisions all connect. It’s something I love to think about, always seeking to find efficiencies, improvements and new and better solutions.

I found a new way to put those skills to work when I began volunteering with Prepare + Prosper, a Minnesota nonprofit that provides free tax preparation and financial coaching to people across the state. Watching how much a little financial knowledge could change someone’s life inspired me and eventually led me to pursue a new career as a tax preparer and advisor. Today, I get to research the tax code, understand the needs of my clients, and help them make sound financial decisions that set them up for success.