Chairman, Chief Executive Officer (CEO)
Senior Director
Firm Administration Oversight
Personnel Administration Oversight
Phone: 724-834-3900 Extension 310
Fax: 724-834-3390
MAJOR AREA OF EMPHASIS AND PROFESSIONAL EXPERTISE FOR MATTERS OF COUNSEL:
Business Tax Consulting; Business Continuation Planning; Business Valuation;
Estate Analysis; Estate Taxation; Trust Tax Services;
Financial Statement Compilation and Review Accounting Services Oversight;
Business and Nonprofit Consultation and Strategic Planning;
Audit and Review Engagement Oversight;
Supervision and Review of Limited Tax Compliance Engagements
PROFESSIONAL DISTINCTIONS:
Certificate of Educational Achievement in Estate Planning, 1997.
Certified Specialist in Estate Planning, since 1999.
President, Southwestern Chapter and Member of State Council, PICPA, 1994-95
Executive Committee, PICPA, Southwestern Chapter, 1992-96
Chairman, East Suburban Practice Management Group, 1999
Secretary, East Suburban Practice Management Group, 1998
PROFESSIONAL MEMBERSHIPS:
American Institute of Certified Public Accountants (AICPA), since 1976
Pennsylvania Institute of Certified Public Accountants (PICPA), Southwestern Chapter, since 1976
East Suburban Practice Management Group, since 1988
The International Institute for Excellence in Professional Education, LLC, since 1999
OTHER PROFESSIONAL ACTIVITIES AND EXPERIENCE:
Member of Board of Directors and Treasurer of Bally Design, Inc., an industrial design company
Member of Board of Directors and Treasurer, ROAM Investments, Inc., a real estate development company
Past Member of Board of Directors and Secretary of Stewart and Roy Investments, a real estate development company
Past Member of Board of Directors of First National Bank of Herminie and its successor, Promistar Bank
Past Audit Committee Chairman of First National Bank of Herminie
Past Accounting Instructor – Seton Hill University
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