Personal Financial Specialist (PFS™)
With over 20 years of professional accounting experience, Chris offers comprehensive tax planning and consulting to individuals, partnerships, corporations, estates, and trusts in Scottsdale, Chandler, Phoenix, and throughout Arizona. He serves clients in a variety of industries, including technology, health care and medical, manufacturing, and real estate. As part of the Firm’s mergers and acquisitions team, he helps companies successfully navigate the due diligence process and provides guidance on the post-tax basis and post-closing tax return. Working with businesses and their owners, he develops tax plans maximizing cash flow and minimizing tax liabilities. His hands-on collaborative approach effectively and efficiently guides clients on diverse business matters. Prior to joining the Firm, he was a national bank vice-president and certified public accountant with national and regional accounting firms. Before pursuing his accounting career, he practiced as an estates and trusts attorney serving individuals and families. He holds an Arizona CPA license and is a Personal Financial Specialist (PFS™) with experience in succession planning and other matters influencing financial goals.