Robert joined the firm in 2009 as Chief Financial Officer. He is a Certified Public Accountant who manages the firm and provides taxation and management advisory services for businesses and individuals. Prior to working with the firm Robert worked in public accounting and private industry as a Chief Financial Officer for a large commercial truck dealership and leasing company and a Controller for a large publicly traded manufacturing company.

Speaking Engagements

  • Continuing Professional Education presenter on various tax, audit, and management advisory topics 2006 – 2009

Representative Experience

  • Actively managed approximately thirty mergers and acquisitions since 2006 for manufacturing companies, distributors, and vehicle dealerships including drafting letter of intent, establishing asset valuations, due diligence services, performing accounting closings and dispute resolutions
  • Design fully integrated cost accounting systems including budgeting and variance analysis for manufacturing, distribution and transportation companies

Community Involvement

  • Participated in past annual fundraising campaigns for McCallie School, Chattanooga, Tennessee