Meet Our Team

As a Tax Manager, Jody serves both corporate and individual clients, specifically high net-worth clients and their families. Jody is well-versed in the tax code has in-depth knowledge of the applicability to both for-profit and non-profit organizations. He relies on his knowledge to help clients implement a customized tax strategy while taking their specific circumstances into consideration. As a former sole practitioner, Jody worked with many closely-held small businesses. This experience allows him assist growing clients in realizing their potential.

Specialized Services
As the tax code continues to evolve and new tax acts are implemented, Jody seeks out new opportunities for clients and recognizes the need to act swiftly in implementing any new strategies that can benefit his clients. He works diligently to ensure that each client is taking the most effective tax approach and making the most of all opportunities. He applies this approach to both the businesses he serves and to individual clients.

Jody understands that a comprehensive tax strategy affects a client's overall financial health. He is dedicated to making sure that the tax piece of their financial well-being is aligned with their overall goals and will help achieve those goals.

Jody oversees many sizable tax projects and often manages a team of our tax professionals working together on an engagement. He creates a cohesive training environment within the team to ensure that each team member is adhering to firm's high standards of excellence and technical aptitude. This approach plays an important role in developing team members and growing their skillset.