I started my first real business at the age of 26 with two children under the age of two and a very anxious wife. My passion is helping small business owners succeed. It is driven by my childhood experience of an extended family business that went bankrupt. I have worked with hundreds of small businesses from start up to exit, in industries from manufacturing to software. My assistance has been primarily around taxes and finance, but I have also done extensive work with businesses on strategy and execution. Our company, Core Group, helps small businesses across America with lowering taxes through better planning. We promise No Surprises, Real Relationships, and Proactive Communication. I attended the University of Oklahoma, and am licensed as a Certified Public Accountant. Additionally I am certified as a Certified Management Accountant and am accredited in Business Valuation by the American Institute of Certified Public Accountants. I have been married for 26 years, and have three adult children. I have worked as a commercial banker in a previous life, but please do not hold that against me.
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