I have spent over 25 years in the hotel and motel industry—as an owner-operator, investing partner, and for the past 15+ years, a hotel-focused CPA helping owners reduce taxes, understand their numbers, and make smarter decisions.
I work with independent hotel and motel owners at every stage—from day-to-day operations and refinancing to growth and exit planning. My approach goes beyond tax filing, focusing on proactive tax planning, financial statement preparation, cash-flow optimization, and hospitality-specific strategies that help owners reduce taxes and protect profits.
Having lived the challenges hotel owners face firsthand, my focus is on building lasting value through smarter tax and financial planning. If you own a hotel or motel and would like a second opinion on your taxes or financials, I invite you to contact us to schedule a complimentary consultation.
I bring 15 years of experience in hotel brokerage, starting my career as an analyst and associate broker with a nationally recognized commercial real estate firm before moving to the specialized world of hotel and motel transactions. My family has also owned, operated, and invested in hotels and motels, giving me first-hand insight into the challenges and opportunities owners face.
I work exclusively with hotel and motel owners, providing full-service transaction support to sellers and buyers—helping sellers with exit planning, valuations, marketing, and deal coordination, and assisting buyers with property search, valuations, financing guidance, and transaction support. I hold a Bachelor’s degree in Hospitality Management and Finance and have earned the Certified Valuation Analyst (CVA) and CCIM (Certified Commercial Investment Member) designations.
As a trusted advisor, my focus is on simplifying the complex process of buying or selling hotels and motels, protecting clients’ interests, and achieving optimal outcomes. Whether you are looking to buy or sell a hotel or motel, I guide you every step of the way to ensure the transaction aligns with your goals. I invite you to contact us to schedule a complimentary consultation.
I am a hotel and motel financing industry veteran with over 25 years of experience. I began my career in commercial banking right out of college and spent 25 years lending to retail businesses before becoming an independent financing broker specializing exclusively in hotel and motel properties. My background enables me to provide expert, results-driven financing solutions tailored to the hospitality industry.
As a financing broker, I work with an extensive network of nationwide banks, private lenders, and specialty financing partners, ensuring clients can access the best loan options for their hotel or motel. I guide clients through negotiations with lenders and am an expert in deal structuring, ensuring financing aligns with both operational needs and long-term business objectives. My deep network of lender relationships allows me to access capital solutions that many hotel and motel owners cannot find on their own.
As a trusted advisor, my focus is on helping owners optimize financing, minimize risk, and confidently plan for growth. If you own a hotel or motel and are seeking guidance on financing options or capital structure, I invite you to contact us to schedule a complimentary consultation.
I bring over 25 years of experience in financial services, with leadership roles across corporate finance, private wealth management, and public accounting, while also actively investing in and advising hotel and motel properties. This background allows me to guide owners with practical, real-world insight across both their business operations and personal financial lives.
As a licensed CPA, CFP®, and CFA charterholder, I provide guidance that integrates tax, investment, and financial advisory expertise, helping hotel and motel owners make smarter business and personal financial decisions. My approach ensures that operations, growth strategies, and long-term wealth planning work together seamlessly, aligning business strategies with personal financial goals.
As a trusted advisor, my focus is on building and protecting wealth, minimizing risk and taxes, and helping owners make confident, well-informed decisions. If you own a hotel or motel and are looking for an advisor who understands both the business and personal sides of ownership, I invite you to contact us to schedule a complimentary consultation.