Phone: (858) 558-5555 x104
After graduating from the University of California at Santa Barbara in Business Economics with an emphasis in Accounting, he was a staff accountant for a mid-size Bay Area firm that specialized in real estate partnership. He joined MTS in 2014 after working for Michael Sisson’s tax practice in 2011. His primary duties included: preparing individual, partnership and corporate returns, handling the bookkeeping projects, and creating the necessary legal documents to set up new corporations. He holds securities registrations for the series 7 and 66.