Tax Manager, Partner
I joined the Chicory Wealth team in January of 2020 and serve as the firm’s Tax Manager. Prior to this role, I worked for many years in public accounting, providing tax preparation, planning, and compliance services. I specialize in individual taxation but service a wide range of clients, including trusts and estates, small businesses, and tax-exempt entities. I earned my Bachelor of Science degree in mathematics (with a minor in computer science) from Siena College in 2012, where I graduated magna cum laude. I then attained my Master of Science degree in accounting from The College of Saint Rose in 2014, where I graduated summa cum laude. I have been an Enrolled Agent with the Internal Revenue Service since 2016, and I am a proud member of the National Association of Enrolled Agents (NAEA). I grew up and started my career in Albany, NY but currently reside in warm and sunny Orange County, CA.
For me, a balanced life includes playing tennis, running road races, traveling to foreign countries, spending the day at Laguna Beach with my husband (Johnathan), taking my pet cavapoo (Zuri) for a walk around the neighborhood, or curling up on the couch to watch Netflix with my cat (Lucia).