I enjoy utilizing my experience as an accounting & tax professional as well as my personal involvement in buying and building businesses for the benefit of my clients. I positively influence the decision making of my clients to help them generate successful business results.
A very brief synopsis of my "work life" to date:
Worked for E & W (now E & Y) out of college. After a year with E & W worked in Financial Services for First Evergreen Corporation doing financial reporting and modeling. For the past 24 years I have been with Alexander X. Kuhn & Co, the last 16 as Partner.
I have also been involved in the development, operation and ultimate sale of of several restaurants from the initial real estate purchase, financing including SBA 504 and operation of the restaurants. Restaurants include McNally's Irish Pub in St. Charles, IL and McNally's Irish Pub in Elmhurst, IL and The Bank Restaurant in Wheaton, IL..
I am also Securities Licensed - Series 7
Specialties:
Accounting and Tax, Business and Personal
Family Business Planning
Estate and related
Food and Beverage Development and Start-up
Real Estate Development
Construction Accounting
Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth's overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.