I work in the entertainment space with clients in film, TV, Broadway and related industries, helping them with nearly every financial aspect of their business and personal lives. As a CPA and CFP, I also work with high net worth individuals. I’m working to grow Armanino’s Business Management practice nationwide.
Armanino is investing in areas that other firms aren’t yet, and it was this spirit and approach across all their offerings that confirms it’s the best place for my clients and people moving forward. The firm also has nationwide capabilities to connect business management resources from coast to coast, something that’s important for my clients.
Clients need sound advice more than ever. While technology will drive automation, advisory services and guidance with a personal touch are critical to helping clients understand what they should do next and prepare for the future.
I ran the New York City Marathon, fulfilling an item on my bucket list. I don’t consider myself a runner, but it was something I really wanted to achieve. Being a part of that event—a quintessential New York experience—was a once-in-a-lifetime opportunity for me.
One of the greatest skills I bring is being an advocate for my clients and people. I’m a fierce advocate and work relentlessly to help clients meet their goals. Business management is often very personal, and when clients hand over the keys to their finances, I want them to understand that my team and I are sitting on the same side of the table and we’re fully committed to their success.
My wife. She’s had a lot of success and has a very optimistic outlook on life, which balances my accountant’s instinct to protect, defend and be a little conservative. Her enthusiasm, advice and support are invaluable. We make a great team.
Seeing clients gain financial independence. It’s rewarding to work with someone from the infancy of their career and watching them take off, and I enjoy being there to protect them from any issues that may arise or hit their financial umbrella. I help from a personal CFO perspective and serve as their financial advocate, especially in the realms of finance they don’t have a lot of experience with.
