What are your job duties?
There are multiple things that I do as a tax advisor—preparing tax returns and tax plans, contacting clients, handling IRS notices, running client meetings, assisting advisors with plans when it comes to tax information. Always plenty to do here!
Can you briefly outline your career prior to arriving at Modern Wealth Management?
I worked in similar roles prior to working at Modern Wealth. My first job was at an animal shelter, where I was the bookkeeper. After that, I went into public accounting, working for a medium-sized firm in Kansas that has offices around the Midwest. I was mainly focused on tax there, but also did some audit work. After three years, Modern Wealth reached out and I was more than happy to embark on my journey here.
What is your favorite thing about working at Modern Wealth?
It has to be the culture! I’m a pretty quiet guy, but working here has brought me out of my shell a little more. All the people are great and truly easy to get along with. We have a great hard working attitude group here, but we know how to enjoy our time as well! It is how companies should be culture wise.
What appealed to you about working at Modern Wealth?
It combines all the things I like to talk about—tax and finance all in the same world. Of course, we all know these things co-mingle anyways, but we truly make use of being able to combine the way tax and financial planning works together. Being able to bring that to a client under one roof is why I truly like it here.
How has working at Modern Wealth helped fulfill your life?
Working here gives you that sense of reliability. When a client is willing to ask you any question and you can be there to answer it, it feels great knowing you can be the person they come to. It also goes to show that your professional opinion is respected and all the work you put in to understand and love the work you do pays off.
What’s the most important thing in your life?
Has to be family. My wife, parents, sister, and my animals!
What’s your favorite thing to do with your family?
Adventures! Going to different places together and enjoying new cities or nature is truly awesome! The true best answer for me is going to Michigan football games all together!
What are some of your favorite hobbies?
I’m a video game guy, so that’s a big one for me. Truly, I’m an adrenaline junkie! Base jumping, roller coasters, and anything like that is my cup of tea! Also, I like attending sporting events!
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