Education & Certification

• Bachelor of Science in Business Administration, University of Nebraska Lincoln, 1991. Major in Accounting.
• Received Nebraska CPA Certificate, 1993. Certificate number 5092.
• Master of Business Administration, University of Nebraska Lincoln, 1998
• Certified Financial Planner (CFP), 1999
• Certified Valuation Analyst (CVA), 2003
• Chartered Global Management Accountant (CGMA), 2013

Accounting & Tax Experience

• HBE, 1991 to present.
• Admitted to partnership, 1999.
• Over 25 years of experience in manufacturing, professional practices, business valuation services, financial and tax planning, corporate, partnership, and individual taxation and accounting, general business advisory services.

Associations

• American Institute of Certified Public Accountants (AICPA)
• National Association of Certified Valuation Analysts (NACVA)
• Nebraska Society of Certified Public Accountants (NSCPA)

Community Involvement

• Lincoln Estate Planning Council
• Nebraska Community Blood Bank, President (2010-2011), Board Member (2007-2015)
• Madonna Rehabilitation Hospital, Board of Directors (2015-present)
• Pius X Catholic High School Foundation, Board Member (2009-present)
• St. Peter’s Parish Council Member and Past Treasurer
• UNL College of Business Administration Advisory Board, Board Member (2000-2006)

Awards & Achievements

• Accounting Today Managing Partner Elite, 2012