Ohio State University, Bachelor of Science in Business Administration, 1975
Syracuse University, Master of Science in Accounting, 1979
College for Financial Planning, Graduate

Prime Global, The Association of Advisory and Accounting Firms
AICPA (American Institute of Certified Public Accountants)
New York State Society of CPAs (NYSSCPA)
Financial Planning Association, Upstate NY Chapter

Member, Board of Directors, Upstate Foundation
Member, Board of Directors, Stone Quarry Hill Art Park
Member, Board of Directors, Central New York Community Foundation-Professional Advisor Council
Member, Board of Trustees, Everson Museum of Art
Past President, Board of Trustees, Everson Museum of Art.
Member, Board of Directors, Syracuse Symphony Foundation
Member, Estate Planning Council of Central New York, Inc.
Member, Thursday Morning Roundtable
Member, Syracuse Astronomical Society
Past member, Board of Directors, Chairman Nominating Committee and Treasurer, Syracuse Symphony Orchestra
Past Chairman, Investment Committee, member of Finance Committee and Board Member, Manlius Pebble Hill School
Past Member, Board of Directors and Treasurer, PrimeGlobal – An Association of Independent Accounting Firms, North America Region
Past member, Board of Trustees, Community General Hospital Foundation
Past member, Board of Trustees, Jewish Community Center
Past member, Board of Trustees, Cystic Fibrosis Foundation
Past member, Board of Trustees, Menorah Park

Feb 2020  Popping the Question About Charitable Giving
Nov 2014 Should You Lease or Buy a Vehicle?
Mar 2013   What you should know if you have a Foreign Bank Account
Jan 2013   Embracing Change – A Summary of Tax Changes
Nov 2012   High Income Earners:  Plan now for 2013’s New Medicare Taxes
Mar 2012  Why You Should Consider Accelerating Your Tax Liability
Feb 2012  Payroll Tax Cut Extended
Dec 2011 Alert:  Tax Changes in NY’s “Middle Class Tax Cut and Job Creation Plan”