Position(s)
- Senior Vice President, Tax, CNL Financial Group, Inc.
Career highlights
Responsible for all tax reporting, estimated tax payments, tax strategies and structuring
for potential deals. Prior to joining CNL, she worked for KPMG International as
Tax Managing Director handling compliance and consulting on various types of tax
planning and deal structuring.
Education
B.S. in Accounting, Miami University
M.S. in Tax, University of Central Florida
CPA, PFS
Community involvement
- Member, Planned Giving Council of Central Florida
- Past President, Central Florida Estate Planning Council