As a Tax Principal, Agnes’ focus is on high net worth individuals providing tax and consulting services. She has extensive experience in tax advisory services with a concentration in construction and real estate industries. She is driven to help clients structure their tax decisions based on sound business practices. Agnes’ expertise in corporate and individual tax enables her to take a comprehensive approach to client needs.
Agnes has worked on engagements with large, multi-national corporations, middle-market companies, family businesses and small businesses in her 25+ year public accounting career. She understands the client’s need for expert tax advice and she dedicates herself to providing exceptional client service.
Agnes graduated from the University of Cincinnati with a Bachelor of Business Administration in Accounting. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of CPAs (OSCPA). She has been a guest on local public radio, discussing tax issues facing individuals.
In addition to her professional accomplishments, Agnes volunteers a great deal of time on the Finance Committee at St. Catharine’s, and provides leadership for their fundraising events.