The name Odyssey Tax Partners reflects a core belief: building financial security is a journey with ups and downs, twists and turns. And to navigate that journey successfully, you need a partner who has both seen it and done it.

I started at PricewaterhouseCoopers, earned my CPA, and spent years working on complex tax issues for high-net-worth individuals, private equity partners, and business owners. That's where I learned the technical side: how to defend wealth once you've built it.

Then I did something most CPAs don't: I left to see how wealth gets built in the first place. I spent the next fifteen years at L.L.Bean, managing financial planning & analysis, working on corporate strategy, and eventually leading customer marketing and analytics. I learned what it takes to drive revenue, manage competing priorities, and make decisions when the data is messy and the stakes are high.

I also applied what I learned to my own life. Through disciplined investing and smart financial planning, I was able to leave the corporate world early and on my own terms. I own rental properties and have hands-on experience with the tax strategies I now help clients implement.

Today, I work with business owners, real estate investors, and families who need more than someone to file their returns. If you want a partner who understands how financial strategy, operational decisions, and tax efficiency all fit together—someone who's lived it, not just studied it, that's what Odyssey is built for.

Interested in connecting? I'd be glad to hear about your goals and see if we're a good fit.