“Healthy Growth to me means sustainable growth in a business value.”
MY GROWTH PHILOSOPHY: My philosophy is to intently listen to truly understand the client’s issues or goals to achieve. The most gratifying part of working with clients is helping them meet their goals and developing a relationship with the people involved.
WHAT DRIVES ME: My role model is Warren Buffett, so I’ve always had a fascination with understanding the value of a business. My job gives me the unique opportunity to ask questions to many different business owners. My hope is that some of my questions help the client learn more about their own business. I enjoy seeing and feeling the energy that growing a business creates.
WHEN I’M NOT AT WORK: I love to play ultimate frisbee in a league. It’s a great way to keep in shape and spend time with great people. I also love spending time with my daughters. Watching them grow and learn new things is an incredible experience. I enjoy trying and learning new things. I absolutely love ice cream, particularly peanut butter chocolate. I also enjoy working out and listening to podcasts.
ON MY BUCKET LIST: I don’t necessarily want to travel the world, but I do want to visit Europe at some point. I also want to spend some time out west exploring several of the incredible national parks. I would also love to hike the Appalachian trail and help build a house for someone less fortunate.
What are the pressing issues facing businesses right now? I think having an appropriate succession plan is a commonly overlooked issue. Not planning for succession not only impacts an owner’s ability to realize the correct value of their business, but also impacts the lives of their employees. I work with a lot of employee stock ownership plans and have seen this strategies ability to realize owner’s goals while caring for the employees that have helped build the business. Employee stock ownership plans are not the answer for every owner, but it certainly is something to at least understand.
- Employee Stock Ownership Plans
- Business Valuation
- Succession Planning
- Bachelor of Science, Accounting & Finance – The University of Akron
- Ohio Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- ESOP Association
- Ohio Employee Ownership Center
- National Center for Employee Ownership
- Martin’s Day Care Board Member
- Assistant Treasurer of Martin’s Mennonite Church